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 | $10,605 | $97,757-89.2% | $83,848-87.4% | $135,375-92.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -31.61% | 1287.37%-1319.0pp | 850.88%-882.5pp | 519.73%-551.3pp |
| Employer contribution / active EE | $1,032 | $4,222-75.5% | $3,631-71.6% | $4,779-78.4% |
| Participant deferral / active EE | $3,120 | $4,682-33.4% | $4,082-23.6% | $5,609-44.4% |
| Admin fee / account holder | $750 | $6,674-88.8% | $5,478-86.3% | $10,827-93.1% |