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 | $10,372 | $78,672-86.8% | $109,143-90.5% | $85,850-87.9% |
| Participation rate | 52.0% | 68.3%-16.3pp | 75.9%-23.9pp | 69.3%-17.3pp |
| Annual return | 7.01% | 25.09%-18.1pp | 25.75%-18.7pp | 318.53%-311.5pp |
| Employer contribution / active EE | $1,460 | $2,735-46.6% | $3,722-60.8% | $2,565-43.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $417 | $5,469-92.4% | $6,752-93.8% | $6,260-93.3% |