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 | $31,440 | $65,561-52.0% | $86,188-63.5% | $75,163-58.2% |
| Participation rate | 14.1% | 60.5%-46.4pp | 69.0%-54.8pp | 67.2%-53.1pp |
| Annual return | 8.55% | 46.05%-37.5pp | 1168.45%-1159.9pp | 160.62%-152.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $333 | $3,024-89.0% | $3,985-91.7% | $4,125-91.9% |
| Admin fee / account holder | $30,168 | $5,474+451.1% | $6,852+340.3% | $5,651+433.9% |