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 | $10,072 | $155,788-93.5% | $124,672-91.9% | $167,490-94.0% |
| Participation rate | 60.0% | 81.1%-21.1pp | 74.6%-14.6pp | 82.1%-22.1pp |
| Annual return | -0.05% | 17.97%-18.0pp | 5142.93%-5143.0pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,608 | $4,163-37.3% | $3,324-21.5% | $4,837-46.1% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,147 | $9,531-88.0% | $7,493-84.7% | $12,309-90.7% |