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 6-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 | $603 | $84,402-99.3% | $61,373-99.0% | $134,475-99.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -27.24% | 584.55%-611.8pp | 338.61%-365.8pp | 417.96%-445.2pp |
| Employer contribution / active EE | $499 | $1,544-67.7% | $1,159-57.0% | $4,740-89.5% |
| Participant deferral / active EE | $568 | $2,819-79.8% | $2,125-73.3% | $6,400-91.1% |
| Admin fee / account holder | $1,880 | $2,585-27.3% | $2,130-11.7% | $11,426-83.5% |