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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,085 | $127,100-40.1% | $105,738-28.0% | $135,375-43.8% |
| Participation rate | 47.6% | 82.7%-35.1pp | 76.3%-28.7pp | 82.6%-35.0pp |
| Annual return | -8.66% | 4.49%-13.2pp | 6.27%-14.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,212 | $5,064-76.1% | $4,080-70.3% | $5,609-78.4% |
| Admin fee / account holder | $19,956 | $9,087+119.6% | $6,913+188.7% | $10,827+84.3% |