See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,352 | $97,757-86.3% | $83,848-84.1% | $135,375-90.1% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -10.71% | 1287.37%-1298.1pp | 850.88%-861.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $920 | $4,222-78.2% | $3,631-74.7% | $4,779-80.7% |
| Participant deferral / active EE | $1,279 | $4,682-72.7% | $4,082-68.7% | $5,609-77.2% |
| Admin fee / account holder | $9,858 | $6,674+47.7% | $5,478+80.0% | $10,827-8.9% |