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 7-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 | $10,695 | $167,307-93.6% | $143,757-92.6% | $134,475-92.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -40.96% | 0.46%-41.4pp | -0.04%-40.9pp | 417.96%-458.9pp |
| Employer contribution / active EE | $1,525 | $5,619-72.9% | $4,951-69.2% | $4,740-67.8% |
| Participant deferral / active EE | $4,087 | $6,446-36.6% | $5,637-27.5% | $6,400-36.1% |
| Admin fee / account holder | $1,364 | $18,088-92.5% | $14,673-90.7% | $11,426-88.1% |