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 | $5,917 | $92,703-93.6% | $82,719-92.8% | $134,475-95.6% |
| Participation rate | 52.6% | 75.2%-22.6pp | 72.6%-19.9pp | 81.2%-28.6pp |
| Annual return | -26.36% | 944.92%-971.3pp | 701.18%-727.5pp | 417.96%-444.3pp |
| Employer contribution / active EE | $395 | $3,274-87.9% | $3,009-86.9% | $4,740-91.7% |
| Participant deferral / active EE | $3,328 | $4,802-30.7% | $4,395-24.3% | $6,400-48.0% |
| Admin fee / account holder | $526 | $5,983-91.2% | $5,329-90.1% | $11,426-95.4% |