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 10-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 | $2,079 | $104,106-98.0% | $71,086-97.1% | $135,375-98.5% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -537.98% | 1256.30%-1794.3pp | 650.59%-1188.6pp | 519.73%-1057.7pp |
| Employer contribution / active EE | $845 | $1,485-43.1% | $1,088-22.3% | $4,779-82.3% |
| Participant deferral / active EE | $845 | $2,527-66.6% | $1,874-54.9% | $5,609-84.9% |
| Admin fee / account holder | $404 | $4,142-90.2% | $3,082-86.9% | $10,827-96.3% |