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 | $87,006 | $73,867+17.8% | $143,757-39.5% | $68,494+27.0% |
| Participation rate | 3.4% | 66.7%-63.2pp | 80.3%-76.9pp | 67.9%-64.4pp |
| Annual return | -20.12% | 1.01%-21.1pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $62 | $3,384-98.2% | $5,637-98.9% | $4,027-98.5% |
| Admin fee / account holder | $964 | $5,755-83.2% | $14,673-93.4% | $5,403-82.2% |