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 | $21,057 | $73,004-71.2% | $90,749-76.8% | $68,494-69.3% |
| Participation rate | 43.3% | 70.8%-27.5pp | 75.7%-32.4pp | 67.9%-24.6pp |
| Annual return | -18.91% | -13.81%-5.1pp | -12.16%-6.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,098 | $2,193-49.9% | $2,921-62.4% | $2,596-57.7% |
| Participant deferral / active EE | $1,757 | $3,627-51.6% | $4,564-61.5% | $4,027-56.4% |
| Admin fee / account holder | $2,013 | $5,896-65.9% | $8,445-76.2% | $5,403-62.7% |