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 | $19,544 | $99,032-80.3% | $80,019-75.6% | $135,375-85.6% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -10.13% | 15.39%-25.5pp | 11.22%-21.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,038 | $3,043-65.9% | $2,468-57.9% | $4,779-78.3% |
| Participant deferral / active EE | $1,476 | $4,282-65.5% | $3,686-60.0% | $5,609-73.7% |
| Admin fee / account holder | $460 | $10,436-95.6% | $6,521-92.9% | $10,827-95.8% |