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 4-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 | $14,651 | $165,335-91.1% | $149,696-90.2% | $158,922-90.8% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | -40.95% | 348.15%-389.1pp | 276.60%-317.6pp | 302.83%-343.8pp |
| Employer contribution / active EE | $905 | $5,103-82.3% | $4,644-80.5% | $4,761-81.0% |
| Participant deferral / active EE | $3,022 | $7,181-57.9% | $6,842-55.8% | $5,982-49.5% |
| Admin fee / account holder | $1,398 | $10,807-87.1% | $9,309-85.0% | $11,246-87.6% |