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 | $7,513 | $93,071-91.9% | $74,583-89.9% | $273,961-97.3% |
| Participation rate | 12.5% | 74.9%-62.4pp | 68.1%-55.6pp | 83.0%-70.5pp |
| Annual return | 0.04% | 26.18%-26.1pp | 20.47%-20.4pp | 41.45%-41.4pp |
| Employer contribution / active EE | $447 | $3,160-85.9% | $2,525-82.3% | $4,869-90.8% |
| Participant deferral / active EE | $527 | $4,160-87.3% | $3,458-84.7% | $5,287-90.0% |
| Admin fee / account holder | $6,835 | $5,272+29.6% | $4,138+65.2% | $10,132-32.5% |