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 | $4,610 | $104,907-95.6% | $84,611-94.6% | $152,861-97.0% |
| Participation rate | 25.0% | 74.8%-49.8pp | 68.2%-43.2pp | 82.4%-57.4pp |
| Annual return | 10.23% | 373.79%-363.6pp | 258.74%-248.5pp | 345.32%-335.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,597 | $4,688-65.9% | $3,899-59.0% | $5,850-72.7% |
| Admin fee / account holder | $115,467 | $6,241+1750.2% | $4,912+2250.6% | $11,596+895.7% |