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 | $65,777 | $59,107+11.3% | $86,436-23.9% | $68,494-4.0% |
| Participation rate | 66.0% | 75.2%-9.2pp | 80.3%-14.3pp | 67.9%-1.9pp |
| Annual return | -22.65% | -0.23%-22.4pp | 4394.89%-4417.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $383 | $2,519-84.8% | $3,769-89.8% | $2,596-85.3% |
| Participant deferral / active EE | $2,055 | $5,901-65.2% | $6,952-70.4% | $4,027-49.0% |
| Admin fee / account holder | $23,427 | $5,637+315.6% | $6,731+248.0% | $5,403+333.6% |