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 | $7,103 | $176,662-96.0% | $130,648-94.6% | $152,861-95.4% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.4%-26.9pp |
| Annual return | 0.89% | 2692.24%-2691.3pp | 1708.96%-1708.1pp | 345.32%-344.4pp |
| Employer contribution / active EE | $636 | $5,742-88.9% | $4,092-84.5% | $4,762-86.6% |
| Participant deferral / active EE | $636 | $4,361-85.4% | $3,603-82.3% | $5,850-89.1% |
| Admin fee / account holder | $880 | $7,133-87.7% | $5,464-83.9% | $11,596-92.4% |