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 | $4,227 | $104,106-95.9% | $71,086-94.1% | $135,375-96.9% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -23.37% | 1256.30%-1279.7pp | 650.59%-674.0pp | 519.73%-543.1pp |
| Employer contribution / active EE | $417 | $1,485-71.9% | $1,088-61.7% | $4,779-91.3% |
| Participant deferral / active EE | $1,068 | $2,527-57.8% | $1,874-43.0% | $5,609-81.0% |
| Admin fee / account holder | $485 | $4,142-88.3% | $3,082-84.3% | $10,827-95.5% |