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 10-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 | $7,656 | $99,032-92.3% | $80,019-90.4% | $135,375-94.3% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -9.40% | 15.39%-24.8pp | 11.22%-20.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $924 | $3,043-69.6% | $2,468-62.6% | $4,779-80.7% |
| Participant deferral / active EE | $1,439 | $4,282-66.4% | $3,686-61.0% | $5,609-74.3% |
| Admin fee / account holder | $1,078 | $10,436-89.7% | $6,521-83.5% | $10,827-90.0% |