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 10-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 | $3,950 | $114,381-96.5% | $107,525-96.3% | $142,382-97.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | -0.20% | 242.71%-242.9pp | 181.32%-181.5pp | 217.08%-217.3pp |
| Employer contribution / active EE | $4,007 | $4,015-0.2% | $3,754+6.8% | $4,299-6.8% |
| Participant deferral / active EE | $18,700 | $5,564+236.1% | $5,116+265.5% | $6,507+187.4% |
| Admin fee / account holder | $1,446,398 | $9,860+14569.2% | $8,919+16117.6% | $12,624+11357.8% |