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 | $24,571 | $59,402-58.6% | $93,654-73.8% | $74,546-67.0% |
| Participation rate | 39.7% | 59.7%-19.9pp | 68.7%-29.0pp | 67.2%-27.5pp |
| Annual return | 8.18% | 81.86%-73.7pp | 133.34%-125.2pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $723 | $1,265-42.8% | $2,421-70.1% | $2,624-72.4% |
| Participant deferral / active EE | $2,064 | $3,049-32.3% | $4,413-53.2% | $4,347-52.5% |
| Admin fee / account holder | $8,292 | $3,023+174.3% | $8,282+0.1% | $1,944+326.7% |