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 7-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 | $7,892 | $57,281-86.2% | $86,612-90.9% | $75,163-89.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 6.64% | 2670.75%-2664.1pp | 591.07%-584.4pp | 160.62%-154.0pp |
| Employer contribution / active EE | $1,168 | $2,314-49.5% | $3,022-61.4% | $2,670-56.3% |
| Participant deferral / active EE | $2,178 | $3,318-34.3% | $4,438-50.9% | $4,125-47.2% |
| Admin fee / account holder | $17,059 | $4,112+314.9% | $5,614+203.9% | $5,651+201.9% |