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 | $36 | $185,822-100.0% | $169,993-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 0.50% | 60.50%-60.0pp | 53.37%-52.9pp | 372.94%-372.4pp |
| Employer contribution / active EE | $6,625 | $7,590-12.7% | $6,785-2.4% | $4,751+39.5% |
| Participant deferral / active EE | $17,667 | $11,622+52.0% | $10,408+69.8% | $6,710+163.3% |
| Admin fee / account holder | $614,064 | $15,381+3892.5% | $12,815+4691.7% | $11,403+5285.3% |