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 | $9,198 | $97,757-90.6% | $83,848-89.0% | $135,375-93.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -13.59% | 1287.37%-1301.0pp | 850.88%-864.5pp | 519.73%-533.3pp |
| Employer contribution / active EE | $1,573 | $4,222-62.7% | $3,631-56.7% | $4,779-67.1% |
| Participant deferral / active EE | $2,168 | $4,682-53.7% | $4,082-46.9% | $5,609-61.3% |
| Admin fee / account holder | $332 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |