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 6-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 | $20,746 | $176,812-88.3% | $146,665-85.9% | $167,490-87.6% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | -34.17% | 24.03%-58.2pp | 22.74%-56.9pp | 478.56%-512.7pp |
| Employer contribution / active EE | $1,221 | $5,160-76.3% | $4,136-70.5% | $4,837-74.8% |
| Participant deferral / active EE | $4,501 | $6,440-30.1% | $5,506-18.2% | $6,341-29.0% |
| Admin fee / account holder | $8,056 | $13,259-39.2% | $10,280-21.6% | $12,309-34.6% |