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 | $10,056 | $138,065-92.7% | $123,544-91.9% | $135,375-92.6% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.34% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,239 | $5,151-75.9% | $4,628-73.2% | $4,779-74.1% |
| Participant deferral / active EE | $2,384 | $6,799-64.9% | $6,426-62.9% | $5,609-57.5% |
| Admin fee / account holder | $1,813 | $10,916-83.4% | $9,284-80.5% | $10,827-83.3% |