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 10-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 | $353 | $166,020-99.8% | $164,866-99.8% | $145,959-99.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | -107.71% | 100.08%-207.8pp | 69.97%-177.7pp | 561.95%-669.7pp |
| Employer contribution / active EE | $2,876 | $5,275-45.5% | $4,343-33.8% | $4,661-38.3% |
| Participant deferral / active EE | $3,078 | $6,961-55.8% | $6,033-49.0% | $6,689-54.0% |
| Admin fee / account holder | $3,814 | $16,644-77.1% | $12,689-69.9% | $13,398-71.5% |