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 3-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 | $2,991 | $88,751-96.6% | $81,812-96.3% | $145,922-98.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | -14.96% | 1025.40%-1040.4pp | 773.79%-788.8pp | 561.29%-576.2pp |
| Employer contribution / active EE | $484 | $3,083-84.3% | $2,912-83.4% | $4,660-89.6% |
| Participant deferral / active EE | $1,001 | $4,643-78.5% | $4,319-76.8% | $6,688-85.0% |
| Admin fee / account holder | $4,284 | $8,415-49.1% | $7,386-42.0% | $13,397-68.0% |