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 | $13,550 | $97,757-86.1% | $83,848-83.8% | $135,375-90.0% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -16.83% | 1287.37%-1304.2pp | 850.88%-867.7pp | 519.73%-536.6pp |
| Employer contribution / active EE | $3,239 | $4,222-23.3% | $3,631-10.8% | $4,779-32.2% |
| Participant deferral / active EE | $4,607 | $4,682-1.6% | $4,082+12.9% | $5,609-17.9% |
| Admin fee / account holder | $3,044 | $6,674-54.4% | $5,478-44.4% | $10,827-71.9% |