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 | $16,014 | $50,958-68.6% | $74,550-78.5% | $64,186-75.1% |
| Participation rate | 41.8% | 61.1%-19.2pp | 69.1%-27.3pp | 69.6%-27.8pp |
| Annual return | -11.24% | -1.86%-9.4pp | 32.53%-43.8pp | 7.63%-18.9pp |
| Employer contribution / active EE | $660 | $1,115-40.8% | $1,961-66.3% | $2,381-72.3% |
| Participant deferral / active EE | $1,524 | $2,301-33.8% | $3,108-51.0% | $3,470-56.1% |
| Admin fee / account holder | $982 | $4,223-76.7% | $5,060-80.6% | $4,888-79.9% |