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 5-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 | $4,551 | $106,543-95.7% | $91,220-95.0% | $134,475-96.6% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -23.02% | 160.60%-183.6pp | 114.01%-137.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,027 | $3,331-69.2% | $2,850-64.0% | $4,740-78.3% |
| Participant deferral / active EE | $1,283 | $4,719-72.8% | $4,234-69.7% | $6,400-79.9% |
| Admin fee / account holder | $978 | $6,231-84.3% | $5,420-82.0% | $11,426-91.4% |