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 | $3,437 | $111,754-96.9% | $103,333-96.7% | $145,922-97.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 6.81% | 24.77%-18.0pp | 24.88%-18.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $16,654 | $4,212+295.4% | $3,868+330.6% | $4,660+257.4% |
| Participant deferral / active EE | $15,215 | $5,619+170.8% | $5,057+200.8% | $6,688+127.5% |
| Admin fee / account holder | $950,014 | $9,750+9643.5% | $8,355+11271.0% | $13,397+6991.3% |