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 | $6,748 | $108,642-93.8% | $74,701-91.0% | $152,861-95.6% |
| Participation rate | 9.1% | 65.3%-56.3pp | 54.5%-45.4pp | 82.4%-73.4pp |
| Annual return | -24.01% | 114.06%-138.1pp | 752.92%-776.9pp | 345.32%-369.3pp |
| Employer contribution / active EE | $52 | $1,503-96.5% | $1,084-95.2% | $4,762-98.9% |
| Participant deferral / active EE | $502 | $2,712-81.5% | $1,964-74.4% | $5,850-91.4% |
| Admin fee / account holder | $802 | $4,902-83.6% | $3,333-75.9% | $11,596-93.1% |