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 9-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 | $15,210 | $50,958-70.2% | $74,550-79.6% | $64,186-76.3% |
| Participation rate | 14.0% | 61.1%-47.0pp | 69.1%-55.1pp | 69.6%-55.5pp |
| Annual return | -60.56% | -1.86%-58.7pp | 32.53%-93.1pp | 7.63%-68.2pp |
| Employer contribution / active EE | $331 | $1,115-70.4% | $1,961-83.1% | $2,381-86.1% |
| Participant deferral / active EE | $1,559 | $2,301-32.3% | $3,108-49.8% | $3,470-55.1% |
| Admin fee / account holder | $4,203 | $4,223-0.5% | $5,060-16.9% | $4,888-14.0% |