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 | $18,143 | $39,798-54.4% | $67,711-73.2% | $59,632-69.6% |
| Participation rate | 32.9% | 57.4%-24.4pp | 67.5%-34.6pp | 68.7%-35.7pp |
| Annual return | -4.58% | 89.94%-94.5pp | 25.41%-30.0pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $232 | $1,393-83.3% | $2,559-90.9% | $2,203-89.5% |
| Participant deferral / active EE | $640 | $2,335-72.6% | $3,585-82.2% | $3,192-80.0% |
| Admin fee / account holder | $406 | $3,212-87.3% | $4,255-90.4% | $4,297-90.5% |