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 7-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 | $15,135 | $71,883-78.9% | $86,677-82.5% | $68,494-77.9% |
| Participation rate | 41.2% | 72.2%-31.1pp | 76.6%-35.4pp | 67.9%-26.7pp |
| Annual return | -27.15% | 3.52%-30.7pp | 35.91%-63.1pp | -7.84%-19.3pp |
| Employer contribution / active EE | $1,434 | $2,173-34.0% | $2,836-49.4% | $2,596-44.7% |
| Participant deferral / active EE | $2,020 | $3,779-46.6% | $4,656-56.6% | $4,027-49.8% |
| Admin fee / account holder | $417 | $6,112-93.2% | $7,493-94.4% | $5,403-92.3% |