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 8-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 | $12,372 | $106,890-88.4% | $84,015-85.3% | $152,861-91.9% |
| Participation rate | 65.2% | 75.2%-10.0pp | 69.0%-3.8pp | 82.4%-17.2pp |
| Annual return | -4.34% | 104.99%-109.3pp | 71.31%-75.7pp | 345.32%-349.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,762 | $4,011-6.2% | $3,239+16.1% | $5,850-35.7% |
| Admin fee / account holder | $752 | $8,285-90.9% | $6,101-87.7% | $11,596-93.5% |