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 | $2,995 | $90,600-96.7% | $79,464-96.2% | $135,375-97.8% |
| Participation rate | 64.3% | 76.0%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | -21.99% | 977.43%-999.4pp | 718.14%-740.1pp | 519.73%-541.7pp |
| Employer contribution / active EE | $572 | $3,068-81.4% | $2,800-79.6% | $4,779-88.0% |
| Participant deferral / active EE | $1,745 | $4,050-56.9% | $3,704-52.9% | $5,609-68.9% |
| Admin fee / account holder | $595 | $5,907-89.9% | $5,113-88.4% | $10,827-94.5% |