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 | $18,704 | $48,277-61.3% | $67,511-72.3% | $80,874-76.9% |
| Participation rate | 21.6% | 66.4%-44.8pp | 72.9%-51.3pp | 67.6%-46.0pp |
| Annual return | 11.08% | 18.27%-7.2pp | 3517.41%-3506.3pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $31 | $2,926-98.9% | $4,000-99.2% | $4,297-99.3% |
| Admin fee / account holder | $5,426 | $3,687+47.2% | $3,999+35.7% | $6,935-21.8% |