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 | $13,489 | $150,440-91.0% | $136,294-90.1% | $147,584-90.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -18.75% | 1049.08%-1067.8pp | 5155.94%-5174.7pp | 578.55%-597.3pp |
| Employer contribution / active EE | $1,749 | $5,256-66.7% | $4,695-62.7% | $4,876-64.1% |
| Participant deferral / active EE | $3,492 | $6,630-47.3% | $6,247-44.1% | $5,439-35.8% |
| Admin fee / account holder | $823 | $10,905-92.4% | $9,243-91.1% | $10,885-92.4% |