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 3-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 | $24,601 | $65,246-62.3% | $98,716-75.1% | $67,986-63.8% |
| Participation rate | 41.5% | 51.4%-9.9pp | 69.3%-27.8pp | 57.2%-15.7pp |
| Annual return | 11.15% | 20.58%-9.4pp | 31.81%-20.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $907 | $1,042-12.9% | $2,279-60.2% | $2,019-55.1% |
| Participant deferral / active EE | $1,620 | $2,594-37.6% | $4,048-60.0% | $3,358-51.8% |
| Admin fee / account holder | $3,663 | $4,561-19.7% | $8,703-57.9% | $3,203+14.4% |