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 | $52,616 | $160,055-67.1% | $140,016-62.4% | $135,375-61.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -9.71% | 911.38%-921.1pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,743 | $6,420-72.8% | $5,606-68.9% | $4,779-63.5% |
| Participant deferral / active EE | $1,798 | $7,642-76.5% | $6,927-74.0% | $5,609-67.9% |
| Admin fee / account holder | $2,568 | $13,328-80.7% | $10,705-76.0% | $10,827-76.3% |