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 | $15,746 | $53,777-70.7% | $134,143-88.3% | $79,858-80.3% |
| Participation rate | 65.6% | 58.8%+6.9pp | 72.2%-6.5pp | 69.6%-4.0pp |
| Annual return | 0.76% | 19.01%-18.2pp | 36.33%-35.6pp | 31.71%-31.0pp |
| Employer contribution / active EE | $1,011 | $1,321-23.5% | $3,704-72.7% | $2,471-59.1% |
| Participant deferral / active EE | $3,565 | $2,420+47.3% | $3,499+1.9% | $3,740-4.7% |
| Admin fee / account holder | $11,585 | $3,984+190.8% | $6,684+73.3% | $5,306+118.3% |