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 | $8,776 | $85,202-89.7% | $172,739-94.9% | $72,985-88.0% |
| Participation rate | 59.3% | 70.1%-10.8pp | 82.6%-23.4pp | 69.5%-10.2pp |
| Annual return | 15.95% | 27.32%-11.4pp | 802.84%-786.9pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,431 | $3,324-57.0% | $5,143-72.2% | $2,440-41.4% |
| Participant deferral / active EE | $3,509 | $3,260+7.6% | $5,198-32.5% | $3,607-2.7% |
| Admin fee / account holder | $560 | $5,884-90.5% | $13,954-96.0% | $5,124-89.1% |