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 9-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 | $19,416 | $160,055-87.9% | $140,016-86.1% | $135,375-85.7% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | -17.73% | 911.38%-929.1pp | 651.12%-668.8pp | 519.73%-537.5pp |
| Employer contribution / active EE | $4,804 | $6,420-25.2% | $5,606-14.3% | $4,779+0.5% |
| Participant deferral / active EE | $6,804 | $7,642-11.0% | $6,927-1.8% | $5,609+21.3% |
| Admin fee / account holder | $10,084 | $13,328-24.3% | $10,705-5.8% | $10,827-6.9% |