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 | $10,057 | $53,162-81.1% | $91,220-89.0% | $68,494-85.3% |
| Participation rate | 23.5% | 63.2%-39.7pp | 73.2%-49.7pp | 67.9%-44.4pp |
| Annual return | -23.25% | -3.14%-20.1pp | 114.01%-137.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $537 | $1,709-68.6% | $2,850-81.1% | $2,596-79.3% |
| Participant deferral / active EE | $1,146 | $2,974-61.5% | $4,234-72.9% | $4,027-71.5% |
| Admin fee / account holder | $871 | $4,493-80.6% | $5,420-83.9% | $5,403-83.9% |