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 8-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 | $19,070 | $180,449-89.4% | $154,107-87.6% | $135,375-85.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -17.53% | 888.09%-905.6pp | 735.12%-752.6pp | 519.73%-537.3pp |
| Employer contribution / active EE | $1,845 | $6,035-69.4% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $8,542 | $5,806+47.1% | $5,081+68.1% | $5,609+52.3% |
| Admin fee / account holder | $389 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |