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 9-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 | $6,378 | $91,911-93.1% | $68,793-90.7% | $135,375-95.3% |
| Participation rate | 57.1% | 76.7%-19.6pp | 72.2%-15.1pp | 82.6%-25.5pp |
| Annual return | -22.69% | -8.22%-14.5pp | -4.63%-18.1pp | 519.73%-542.4pp |
| Employer contribution / active EE | $1,379 | $3,924-64.8% | $2,625-47.5% | $4,779-71.1% |
| Participant deferral / active EE | $3,071 | $4,315-28.8% | $3,311-7.3% | $5,609-45.3% |
| Admin fee / account holder | $596 | $9,240-93.5% | $5,131-88.4% | $10,827-94.5% |