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 | $2,249 | $69,518-96.8% | $59,878-96.2% | $135,375-98.3% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.7%-36.2pp | 82.6%-44.2pp |
| Annual return | -32.06% | 7.94%-40.0pp | 3.46%-35.5pp | 519.73%-551.8pp |
| Employer contribution / active EE | $679 | $3,235-79.0% | $2,722-75.0% | $4,779-85.8% |
| Participant deferral / active EE | $1,017 | $4,206-75.8% | $3,402-70.1% | $5,609-81.9% |
| Admin fee / account holder | $936 | $5,734-83.7% | $3,590-73.9% | $10,827-91.4% |