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 | $15,653 | $95,971-83.7% | $74,550-79.0% | $135,375-88.4% |
| Participation rate | 38.1% | 75.7%-37.6pp | 69.1%-31.0pp | 82.6%-44.5pp |
| Annual return | -10.72% | 56.96%-67.7pp | 32.53%-43.2pp | 519.73%-530.5pp |
| Employer contribution / active EE | $325 | $2,716-88.0% | $1,961-83.4% | $4,779-93.2% |
| Participant deferral / active EE | $1,738 | $3,843-54.8% | $3,108-44.1% | $5,609-69.0% |
| Admin fee / account holder | $1,326 | $6,522-79.7% | $5,060-73.8% | $10,827-87.7% |