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 8-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 | $22,983 | $113,935-79.8% | $94,224-75.6% | $125,391-81.7% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -5.32% | 5.29%-10.6pp | 10.68%-16.0pp | 282.22%-287.5pp |
| Employer contribution / active EE | $2,690 | $4,727-43.1% | $3,587-25.0% | $4,866-44.7% |
| Participant deferral / active EE | $5,471 | $5,179+5.6% | $4,320+26.6% | $5,352+2.2% |
| Admin fee / account holder | $624 | $8,391-92.6% | $6,269-90.1% | $9,540-93.5% |