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 | $11,718 | $53,127-77.9% | $86,590-86.5% | $70,131-83.3% |
| Participation rate | 54.3% | 65.3%-11.0pp | 73.5%-19.2pp | 69.5%-15.2pp |
| Annual return | 10.63% | 27.66%-17.0pp | 964.84%-954.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $428 | $2,068-79.3% | $2,839-84.9% | $2,342-81.7% |
| Participant deferral / active EE | $1,408 | $2,696-47.8% | $3,609-61.0% | $3,332-57.7% |
| Admin fee / account holder | $2,207 | $3,585-38.4% | $4,906-55.0% | $4,645-52.5% |