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 | $10,547 | $53,127-80.1% | $86,590-87.8% | $70,131-85.0% |
| Participation rate | 64.0% | 65.3%-1.3pp | 73.5%-9.5pp | 69.5%-5.5pp |
| Annual return | 12.09% | 27.66%-15.6pp | 964.84%-952.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $628 | $2,068-69.6% | $2,839-77.9% | $2,342-73.2% |
| Participant deferral / active EE | $1,270 | $2,696-52.9% | $3,609-64.8% | $3,332-61.9% |
| Admin fee / account holder | $5,201 | $3,585+45.1% | $4,906+6.0% | $4,645+12.0% |