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 | $3,675 | $90,600-95.9% | $79,464-95.4% | $135,375-97.3% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -16.24% | 977.43%-993.7pp | 718.14%-734.4pp | 519.73%-536.0pp |
| Employer contribution / active EE | $516 | $3,068-83.2% | $2,800-81.6% | $4,779-89.2% |
| Participant deferral / active EE | $1,092 | $4,050-73.0% | $3,704-70.5% | $5,609-80.5% |
| Admin fee / account holder | $1,269 | $5,907-78.5% | $5,113-75.2% | $10,827-88.3% |