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 | $8,231 | $152,509-94.6% | $117,472-93.0% | $134,475-93.9% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -27.41% | 52.99%-80.4pp | 29.74%-57.1pp | 417.96%-445.4pp |
| Employer contribution / active EE | $428 | $5,571-92.3% | $4,176-89.7% | $4,740-91.0% |
| Participant deferral / active EE | $685 | $4,818-85.8% | $4,070-83.2% | $6,400-89.3% |
| Admin fee / account holder | $500 | $7,004-92.9% | $5,645-91.2% | $11,426-95.6% |