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 | $1,954 | $82,630-97.6% | $64,105-97.0% | $125,391-98.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -7.84% | 1489.72%-1497.6pp | 791.24%-799.1pp | 282.22%-290.1pp |
| Employer contribution / active EE | $550 | $2,671-79.4% | $1,820-69.8% | $4,866-88.7% |
| Participant deferral / active EE | $890 | $3,608-75.3% | $2,822-68.5% | $5,352-83.4% |
| Admin fee / account holder | $2,354 | $6,382-63.1% | $4,499-47.7% | $9,540-75.3% |