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 8-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 | $23,692 | $180,449-86.9% | $154,107-84.6% | $135,375-82.5% |
| Participation rate | 53.3% | 87.4%-34.1pp | 83.0%-29.7pp | 82.6%-29.3pp |
| Annual return | -140.68% | 888.09%-1028.8pp | 735.12%-875.8pp | 519.73%-660.4pp |
| Employer contribution / active EE | $10,278 | $6,035+70.3% | $5,298+94.0% | $4,779+115.1% |
| Participant deferral / active EE | $5,946 | $5,806+2.4% | $5,081+17.0% | $5,609+6.0% |
| Admin fee / account holder | $307 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |