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 | $6,482 | $138,044-95.3% | $125,339-94.8% | $134,475-95.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.32% | 750.33%-771.6pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,129 | $5,243-78.5% | $4,814-76.5% | $4,740-76.2% |
| Participant deferral / active EE | $2,977 | $7,799-61.8% | $7,446-60.0% | $6,400-53.5% |
| Admin fee / account holder | $5,010 | $11,571-56.7% | $10,010-49.9% | $11,426-56.2% |