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 | $4,208 | $172,111-97.6% | $150,298-97.2% | $137,256-96.9% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | -25.76% | 69.37%-95.1pp | 62.79%-88.5pp | 220.34%-246.1pp |
| Employer contribution / active EE | $952 | $4,636-79.5% | $4,154-77.1% | $4,156-77.1% |
| Participant deferral / active EE | $2,400 | $6,166-61.1% | $5,453-56.0% | $6,407-62.5% |
| Admin fee / account holder | $450 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |