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 6-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 | $11,004 | $133,958-91.8% | $112,228-90.2% | $134,475-91.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -24.52% | 47.11%-71.6pp | 27.45%-52.0pp | 417.96%-442.5pp |
| Employer contribution / active EE | $3,020 | $4,038-25.2% | $3,635-16.9% | $4,740-36.3% |
| Participant deferral / active EE | $3,877 | $5,291-26.7% | $4,728-18.0% | $6,400-39.4% |
| Admin fee / account holder | $1,013 | $7,489-86.5% | $6,410-84.2% | $11,426-91.1% |