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 | $23,457 | $214,378-89.1% | $200,582-88.3% | $142,382-83.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 9.55% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,500 | $6,841-34.2% | $6,419-29.9% | $4,299+4.7% |
| Participant deferral / active EE | $9,000 | $9,865-8.8% | $9,331-3.5% | $6,507+38.3% |
| Admin fee / account holder | $22,077 | $17,692+24.8% | $16,305+35.4% | $12,624+74.9% |