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 | $2,766 | $99,918-97.2% | $81,382-96.6% | $145,922-98.1% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.5%-57.0pp | 80.3%-67.8pp |
| Annual return | -4.76% | 34.32%-39.1pp | 24.73%-29.5pp | 561.29%-566.0pp |
| Employer contribution / active EE | $3,240 | $2,978+8.8% | $2,463+31.6% | $4,660-30.5% |
| Participant deferral / active EE | $2,171 | $4,605-52.8% | $3,883-44.1% | $6,688-67.5% |
| Admin fee / account holder | $3,133 | $8,212-61.9% | $5,768-45.7% | $13,397-76.6% |