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 | $8,459 | $152,509-94.5% | $117,472-92.8% | $134,475-93.7% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -21.48% | 52.99%-74.5pp | 29.74%-51.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,446 | $5,571-74.0% | $4,176-65.4% | $4,740-69.5% |
| Participant deferral / active EE | $2,366 | $4,818-50.9% | $4,070-41.9% | $6,400-63.0% |
| Admin fee / account holder | $1,922 | $7,004-72.6% | $5,645-65.9% | $11,426-83.2% |