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 | $8,938 | $90,600-90.1% | $79,464-88.8% | $135,375-93.4% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -33.30% | 977.43%-1010.7pp | 718.14%-751.4pp | 519.73%-553.0pp |
| Employer contribution / active EE | $3,323 | $3,068+8.3% | $2,800+18.7% | $4,779-30.5% |
| Participant deferral / active EE | $3,323 | $4,050-17.9% | $3,704-10.3% | $5,609-40.7% |
| Admin fee / account holder | $410 | $5,907-93.1% | $5,113-92.0% | $10,827-96.2% |