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 | $23,823 | $65,703-63.7% | $94,224-74.7% | $59,632-60.1% |
| Participation rate | 64.3% | 72.1%-7.8pp | 78.8%-14.5pp | 68.7%-4.4pp |
| Annual return | -3.52% | 5.22%-8.7pp | 10.68%-14.2pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $537 | $2,021-73.4% | $3,587-85.0% | $2,203-75.6% |
| Participant deferral / active EE | $1,899 | $3,143-39.6% | $4,320-56.0% | $3,192-40.5% |
| Admin fee / account holder | $3,683 | $4,264-13.6% | $6,269-41.2% | $4,297-14.3% |