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 8-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 | $11,572 | $97,757-88.2% | $83,848-86.2% | $135,375-91.5% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | -33.89% | 1287.37%-1321.3pp | 850.88%-884.8pp | 519.73%-553.6pp |
| Employer contribution / active EE | $978 | $4,222-76.8% | $3,631-73.1% | $4,779-79.5% |
| Participant deferral / active EE | $1,540 | $4,682-67.1% | $4,082-62.3% | $5,609-72.5% |
| Admin fee / account holder | $2,248 | $6,674-66.3% | $5,478-59.0% | $10,827-79.2% |