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 | $29,594 | $110,094-73.1% | $151,611-80.5% | $68,494-56.8% |
| Participation rate | 69.2% | 84.0%-14.7pp | 87.5%-18.3pp | 67.9%+1.3pp |
| Annual return | -21.38% | -10.12%-11.3pp | 3.33%-24.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,493 | $4,471-44.2% | $6,166-59.6% | $2,596-4.0% |
| Participant deferral / active EE | $7,234 | $6,527+10.8% | $8,363-13.5% | $4,027+79.6% |
| Admin fee / account holder | $1,172 | $7,719-84.8% | $11,616-89.9% | $5,403-78.3% |