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 6-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 | $12,217 | $82,664-85.2% | $125,339-90.3% | $68,494-82.2% |
| Participation rate | 65.8% | 75.0%-9.3pp | 82.4%-16.6pp | 67.9%-2.1pp |
| Annual return | -20.02% | -5.97%-14.0pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,419 | $3,381-58.0% | $4,814-70.5% | $2,596-45.3% |
| Participant deferral / active EE | $2,734 | $6,110-55.3% | $7,446-63.3% | $4,027-32.1% |
| Admin fee / account holder | $1,949 | $6,275-68.9% | $10,010-80.5% | $5,403-63.9% |