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 | $8,501 | $82,664-89.7% | $125,339-93.2% | $68,494-87.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -65.89% | -5.97%-59.9pp | 572.05%-637.9pp | -7.84%-58.0pp |
| Employer contribution / active EE | $7,841 | $3,381+131.9% | $4,814+62.9% | $2,596+202.0% |
| Participant deferral / active EE | $2,881 | $6,110-52.8% | $7,446-61.3% | $4,027-28.5% |
| Admin fee / account holder | $5,727 | $6,275-8.7% | $10,010-42.8% | $5,403+6.0% |