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.
See 1 actuary disclosure. $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 | $64,183 | $36,681+75.0% | $39,957+60.6% | $36,681+75.0% |
| Participation rate | 5.9% | 84.3%-78.4pp | 52.9%-47.1pp | 84.3%-78.4pp |
| Annual return | -13.17% | -1.48%-11.7pp | -1.69%-11.5pp | -1.48%-11.7pp |
| Employer contribution / active EE | $4,731 | $17,496-73.0% | $44,029-89.3% | $17,496-73.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $0 | $680-100.0% |
| Admin fee / account holder | $551 | $928-40.6% | $673-18.2% | $928-40.6% |