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 | $67,987 | $47,479+43.2% | $62,929+8.0% | $82,448-17.5% |
| Participation rate | 36.8% | 66.9%-30.0pp | 73.1%-36.3pp | 68.1%-31.2pp |
| Annual return | 10.77% | 20.34%-9.6pp | 1063.93%-1053.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $672 | $2,870-76.6% | $3,888-82.7% | $4,139-83.8% |
| Admin fee / account holder | $17,819 | $3,804+368.5% | $5,065+251.8% | $7,234+146.3% |