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 | $13,634 | $102,616-86.7% | $81,983-83.4% | $158,922-91.4% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | -12.55% | 61.04%-73.6pp | 41.31%-53.9pp | 302.83%-315.4pp |
| Employer contribution / active EE | $450 | $3,240-86.1% | $2,498-82.0% | $4,761-90.5% |
| Participant deferral / active EE | $450 | $4,648-90.3% | $3,722-87.9% | $5,982-92.5% |
| Admin fee / account holder | $37,778 | $8,235+358.8% | $5,664+567.0% | $11,246+235.9% |