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 | $47,860 | $110,094-56.5% | $151,611-68.4% | $68,494-30.1% |
| Participation rate | 32.0% | 84.0%-52.0pp | 87.5%-55.5pp | 67.9%-35.9pp |
| Annual return | -19.09% | -10.12%-9.0pp | 3.33%-22.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,136 | $6,527-82.6% | $8,363-86.4% | $4,027-71.8% |
| Admin fee / account holder | $31,418 | $7,719+307.0% | $11,616+170.5% | $5,403+481.5% |