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 | $566 | $84,402-99.3% | $61,373-99.1% | $134,475-99.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -31.26% | 584.55%-615.8pp | 338.61%-369.9pp | 417.96%-449.2pp |
| Employer contribution / active EE | $372 | $1,544-75.9% | $1,159-68.0% | $4,740-92.2% |
| Participant deferral / active EE | $466 | $2,819-83.5% | $2,125-78.1% | $6,400-92.7% |
| Admin fee / account holder | $934 | $2,585-63.9% | $2,130-56.1% | $11,426-91.8% |