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 5-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 | $7,740 | $167,307-95.4% | $143,757-94.6% | $134,475-94.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -29.32% | 0.46%-29.8pp | -0.04%-29.3pp | 417.96%-447.3pp |
| Employer contribution / active EE | $1,601 | $5,619-71.5% | $4,951-67.7% | $4,740-66.2% |
| Participant deferral / active EE | $2,328 | $6,446-63.9% | $5,637-58.7% | $6,400-63.6% |
| Admin fee / account holder | $1,014 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |