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 | $5,867 | $50,958-88.5% | $74,550-92.1% | $64,186-90.9% |
| Participation rate | 64.4% | 61.1%+3.4pp | 69.1%-4.7pp | 69.6%-5.1pp |
| Annual return | -19.21% | -1.86%-17.4pp | 32.53%-51.7pp | 7.63%-26.8pp |
| Employer contribution / active EE | $1,356 | $1,115+21.5% | $1,961-30.9% | $2,381-43.1% |
| Participant deferral / active EE | $1,696 | $2,301-26.3% | $3,108-45.4% | $3,470-51.1% |
| Admin fee / account holder | $760 | $4,223-82.0% | $5,060-85.0% | $4,888-84.5% |