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 | $33,799 | $57,354-41.1% | $83,848-59.7% | $64,186-47.3% |
| Participation rate | 16.0% | 68.6%-52.6pp | 76.1%-60.1pp | 69.6%-53.6pp |
| Annual return | -13.52% | 11.38%-24.9pp | 850.88%-864.4pp | 7.63%-21.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $665 | $2,993-77.8% | $4,082-83.7% | $3,470-80.8% |
| Admin fee / account holder | $348 | $4,046-91.4% | $5,478-93.6% | $4,888-92.9% |