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 6-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 | $5,025 | $209,336-97.6% | $197,124-97.5% | $137,256-96.3% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | -27.49% | 48.09%-75.6pp | 44.34%-71.8pp | 220.34%-247.8pp |
| Employer contribution / active EE | $17,006 | $6,591+158.0% | $6,227+173.1% | $4,156+309.2% |
| Participant deferral / active EE | $61,809 | $9,614+542.9% | $9,135+576.6% | $6,407+864.7% |
| Admin fee / account holder | $319,438 | $17,308+1745.6% | $16,298+1860.0% | $12,270+2503.4% |