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 4-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 | $381 | $177,572-99.8% | $154,803-99.8% | $142,382-99.7% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | -110.85% | 65.07%-175.9pp | 58.88%-169.7pp | 217.08%-327.9pp |
| Employer contribution / active EE | $8,067 | $4,810+67.7% | $4,305+87.4% | $4,299+87.6% |
| Participant deferral / active EE | $8,965 | $6,272+42.9% | $5,540+61.8% | $6,507+37.8% |
| Admin fee / account holder | $2,627 | $16,786-84.4% | $14,329-81.7% | $12,624-79.2% |