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 | $9,209 | $97,757-90.6% | $83,848-89.0% | $135,375-93.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -12.14% | 1287.37%-1299.5pp | 850.88%-863.0pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,158 | $4,222-72.6% | $3,631-68.1% | $4,779-75.8% |
| Participant deferral / active EE | $1,722 | $4,682-63.2% | $4,082-57.8% | $5,609-69.3% |
| Admin fee / account holder | $3,170 | $6,674-52.5% | $5,478-42.1% | $10,827-70.7% |