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 | $9,753 | $160,055-93.9% | $140,016-93.0% | $135,375-92.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -26.25% | 911.38%-937.6pp | 651.12%-677.4pp | 519.73%-546.0pp |
| Employer contribution / active EE | $1,881 | $6,420-70.7% | $5,606-66.4% | $4,779-60.6% |
| Participant deferral / active EE | $3,023 | $7,642-60.4% | $6,927-56.4% | $5,609-46.1% |
| Admin fee / account holder | $636 | $13,328-95.2% | $10,705-94.1% | $10,827-94.1% |