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 4-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 | $12,459 | $138,044-91.0% | $125,339-90.1% | $134,475-90.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.66% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,496 | $5,243-71.5% | $4,814-68.9% | $4,740-68.4% |
| Participant deferral / active EE | $8,164 | $7,799+4.7% | $7,446+9.6% | $6,400+27.6% |
| Admin fee / account holder | $412 | $11,571-96.4% | $10,010-95.9% | $11,426-96.4% |