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 9-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 | $24,761 | $160,055-84.5% | $140,016-82.3% | $135,375-81.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.99% | 911.38%-921.4pp | 651.12%-661.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $10,449 | $6,420+62.8% | $5,606+86.4% | $4,779+118.7% |
| Participant deferral / active EE | $10,494 | $7,642+37.3% | $6,927+51.5% | $5,609+87.1% |
| Admin fee / account holder | $5,754 | $13,328-56.8% | $10,705-46.3% | $10,827-46.9% |