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 9-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 | $4,350 | $95,971-95.5% | $74,550-94.2% | $135,375-96.8% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -22.87% | 56.96%-79.8pp | 32.53%-55.4pp | 519.73%-542.6pp |
| Employer contribution / active EE | $847 | $2,716-68.8% | $1,961-56.8% | $4,779-82.3% |
| Participant deferral / active EE | $2,498 | $3,843-35.0% | $3,108-19.6% | $5,609-55.5% |
| Admin fee / account holder | $398 | $6,522-93.9% | $5,060-92.1% | $10,827-96.3% |