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 | $4,246 | $138,044-96.9% | $125,339-96.6% | $134,475-96.8% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -26.20% | 750.33%-776.5pp | 572.05%-598.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $3,102 | $5,243-40.8% | $4,814-35.6% | $4,740-34.5% |
| Participant deferral / active EE | $7,508 | $7,799-3.7% | $7,446+0.8% | $6,400+17.3% |
| Admin fee / account holder | $574 | $11,571-95.0% | $10,010-94.3% | $11,426-95.0% |