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 | $52,002 | $270,840-80.8% | $140,016-62.9% | - |
| Participation rate | 49.5% | 81.0%-31.5pp | 87.5%-38.0pp | - |
| Annual return | -7.42% | 3.44%-10.9pp | 651.12%-658.5pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,606-100.0% | - |
| Participant deferral / active EE | $1,193 | $3,773-68.4% | $6,927-82.8% | - |
| Admin fee / account holder | $1,201 | $13,391-91.0% | $10,705-88.8% | - |