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 5-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 | $20,506 | $165,984-87.6% | $164,813-87.6% | $145,922-85.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 2.85% | 100.03%-97.2pp | 69.93%-67.1pp | 561.29%-558.4pp |
| Employer contribution / active EE | $5,236 | $5,273-0.7% | $4,341+20.6% | $4,660+12.4% |
| Participant deferral / active EE | $21,730 | $6,959+212.3% | $6,031+260.3% | $6,688+224.9% |
| Admin fee / account holder | $61,938 | $16,648+272.0% | $12,690+388.1% | $13,397+362.3% |