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 | $6,409 | $74,888-91.4% | $71,209-91.0% | $142,382-95.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | -1.94% | 345.14%-347.1pp | 282.51%-284.4pp | 217.08%-219.0pp |
| Employer contribution / active EE | $600 | $2,854-79.0% | $2,721-77.9% | $4,299-86.0% |
| Participant deferral / active EE | $600 | $4,454-86.5% | $4,175-85.6% | $6,507-90.8% |
| Admin fee / account holder | $17,000 | $5,568+205.3% | $5,349+217.8% | $12,624+34.7% |