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 | $12,203 | $180,449-93.2% | $154,107-92.1% | $135,375-91.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -30.15% | 888.09%-918.2pp | 735.12%-765.3pp | 519.73%-549.9pp |
| Employer contribution / active EE | $6,395 | $6,035+6.0% | $5,298+20.7% | $4,779+33.8% |
| Participant deferral / active EE | $3,385 | $5,806-41.7% | $5,081-33.4% | $5,609-39.6% |
| Admin fee / account holder | $315 | $16,143-98.0% | $13,411-97.6% | $10,827-97.1% |