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 4-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 | $19,157 | $82,664-76.8% | $125,339-84.7% | $68,494-72.0% |
| Participation rate | 21.1% | 75.0%-54.0pp | 82.4%-61.3pp | 67.9%-46.8pp |
| Annual return | -33.54% | -5.97%-27.6pp | 572.05%-605.6pp | -7.84%-25.7pp |
| Employer contribution / active EE | $879 | $3,381-74.0% | $4,814-81.7% | $2,596-66.2% |
| Participant deferral / active EE | $2,103 | $6,110-65.6% | $7,446-71.8% | $4,027-47.8% |
| Admin fee / account holder | $563 | $6,275-91.0% | $10,010-94.4% | $5,403-89.6% |