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 | $5,184 | $117,690-95.6% | $71,735-92.8% | $134,475-96.1% |
| Participation rate | 15.0% | 68.8%-53.8pp | 62.3%-47.3pp | 81.2%-66.2pp |
| Annual return | -24.19% | 25.44%-49.6pp | 9.14%-33.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $391 | $2,525-84.5% | $1,704-77.0% | $4,740-91.7% |
| Participant deferral / active EE | $726 | $3,759-80.7% | $2,658-72.7% | $6,400-88.6% |
| Admin fee / account holder | $8,873 | $6,379+39.1% | $3,974+123.3% | $11,426-22.3% |