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 3-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 | $2,529 | $106,515-97.6% | $96,683-97.4% | $139,434-98.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 7.50% | 38.43%-30.9pp | 35.69%-28.2pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,212 | $4,103-70.5% | $3,737-67.6% | $4,751-74.5% |
| Participant deferral / active EE | $1,664 | $5,454-69.5% | $4,878-65.9% | $6,710-75.2% |
| Admin fee / account holder | $1,924 | $7,877-75.6% | $6,730-71.4% | $11,403-83.1% |