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 4-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 | $7,799 | $50,958-84.7% | $74,550-89.5% | $64,186-87.8% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.1%-12.0pp | 69.6%-12.4pp |
| Annual return | -10.28% | -1.86%-8.4pp | 32.53%-42.8pp | 7.63%-17.9pp |
| Employer contribution / active EE | $498 | $1,115-55.3% | $1,961-74.6% | $2,381-79.1% |
| Participant deferral / active EE | $1,484 | $2,301-35.5% | $3,108-52.3% | $3,470-57.2% |
| Admin fee / account holder | $579 | $4,223-86.3% | $5,060-88.5% | $4,888-88.1% |