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 9-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 | $4,598 | $99,877-95.4% | $84,966-94.6% | $145,922-96.8% |
| Participation rate | 9.1% | 74.1%-65.0pp | 67.5%-58.4pp | 80.3%-71.2pp |
| Annual return | -103.50% | 83.76%-187.3pp | 66.38%-169.9pp | 561.29%-664.8pp |
| Employer contribution / active EE | $998 | $3,231-69.1% | $2,727-63.4% | $4,660-78.6% |
| Participant deferral / active EE | $2,365 | $5,291-55.3% | $4,519-47.7% | $6,688-64.6% |
| Admin fee / account holder | $11,859 | $7,248+63.6% | $6,149+92.9% | $13,397-11.5% |