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 | $34,199 | $94,529-63.8% | $140,016-75.6% | $64,186-46.7% |
| Participation rate | 41.9% | 84.1%-42.2pp | 87.5%-45.6pp | 69.6%-27.7pp |
| Annual return | -11.06% | 7.77%-18.8pp | 651.12%-662.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,838 | $5,250-65.0% | $6,927-73.5% | $3,470-47.0% |
| Admin fee / account holder | $999 | $6,741-85.2% | $10,705-90.7% | $4,888-79.6% |