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 | $6,615 | $124,281-94.7% | $109,143-93.9% | $167,490-96.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 9.44% | 26.04%-16.6pp | 25.75%-16.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,414 | $4,207-42.6% | $3,722-35.1% | $4,837-50.1% |
| Participant deferral / active EE | $5,411 | $5,255+3.0% | $4,653+16.3% | $6,341-14.7% |
| Admin fee / account holder | $8,131 | $7,970+2.0% | $6,752+20.4% | $12,309-33.9% |