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 | $14,931 | $57,354-74.0% | $83,848-82.2% | $64,186-76.7% |
| Participation rate | 46.2% | 68.6%-22.5pp | 76.1%-30.0pp | 69.6%-23.4pp |
| Annual return | -8.94% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,132 | $2,545-55.5% | $3,631-68.8% | $2,381-52.4% |
| Participant deferral / active EE | $1,840 | $2,993-38.5% | $4,082-54.9% | $3,470-47.0% |
| Admin fee / account holder | $636 | $4,046-84.3% | $5,478-88.4% | $4,888-87.0% |