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 | $13,511 | $76,000-82.2% | $154,107-91.2% | $64,186-79.0% |
| Participation rate | 12.3% | 70.4%-58.1pp | 83.0%-70.8pp | 69.6%-57.3pp |
| Annual return | -14.63% | 30.32%-45.0pp | 735.12%-749.8pp | 7.63%-22.3pp |
| Employer contribution / active EE | $390 | $3,351-88.4% | $5,298-92.6% | $2,381-83.6% |
| Participant deferral / active EE | $650 | $3,175-79.5% | $5,081-87.2% | $3,470-81.3% |
| Admin fee / account holder | $4,095 | $5,596-26.8% | $13,411-69.5% | $4,888-16.2% |