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 | $9,930 | $50,958-80.5% | $74,550-86.7% | $64,186-84.5% |
| Participation rate | 56.2% | 61.1%-4.9pp | 69.1%-13.0pp | 69.6%-13.4pp |
| Annual return | -12.78% | -1.86%-10.9pp | 32.53%-45.3pp | 7.63%-20.4pp |
| Employer contribution / active EE | $575 | $1,115-48.5% | $1,961-70.7% | $2,381-75.9% |
| Participant deferral / active EE | $1,465 | $2,301-36.4% | $3,108-52.9% | $3,470-57.8% |
| Admin fee / account holder | $606 | $4,223-85.6% | $5,060-88.0% | $4,888-87.6% |