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 | $8,804 | $180,449-95.1% | $154,107-94.3% | $135,375-93.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.50% | 888.09%-898.6pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,340 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $2,385 | $5,806-58.9% | $5,081-53.1% | $5,609-57.5% |
| Admin fee / account holder | $1,630 | $16,143-89.9% | $13,411-87.8% | $10,827-84.9% |