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 | $20,031 | $79,694-74.9% | $96,139-79.2% | $79,386-74.8% |
| Participation rate | 5.9% | 54.0%-48.0pp | 68.4%-62.5pp | 70.7%-64.8pp |
| Annual return | -9.68% | 40.84%-50.5pp | 191.94%-201.6pp | 116.85%-126.5pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $421 | $2,539-83.4% | $4,349-90.3% | $4,046-89.6% |
| Admin fee / account holder | $3,006 | $630+377.0% | $5,537-45.7% | $626+379.9% |