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 | $15,534 | $64,707-76.0% | $112,228-86.2% | $68,494-77.3% |
| Participation rate | 48.4% | 67.2%-18.8pp | 75.1%-26.7pp | 67.9%-19.5pp |
| Annual return | -20.41% | -11.40%-9.0pp | 27.45%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,389 | $2,746-49.4% | $3,635-61.8% | $2,596-46.5% |
| Participant deferral / active EE | $3,517 | $3,565-1.3% | $4,728-25.6% | $4,027-12.7% |
| Admin fee / account holder | $1,057 | $5,232-79.8% | $6,410-83.5% | $5,403-80.4% |