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 | $24,251 | $217,402-88.8% | $185,823-86.9% | $167,490-85.5% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.2pp |
| Annual return | 1.51% | 148.36%-146.9pp | 122.05%-120.5pp | 478.56%-477.1pp |
| Employer contribution / active EE | $1,555 | $5,873-73.5% | $5,167-69.9% | $4,837-67.8% |
| Participant deferral / active EE | $3,503 | $6,356-44.9% | $5,568-37.1% | $6,341-44.8% |
| Admin fee / account holder | $38,338 | $19,811+93.5% | $16,237+136.1% | $12,309+211.5% |