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 | $55,180 | $162,781-66.1% | $133,956-58.8% | $158,922-65.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | -9.00% | 41.94%-50.9pp | 45.09%-54.1pp | 302.83%-311.8pp |
| Employer contribution / active EE | $1,140 | $4,975-77.1% | $3,919-70.9% | $4,761-76.1% |
| Participant deferral / active EE | $1,324 | $5,911-77.6% | $5,048-73.8% | $5,982-77.9% |
| Admin fee / account holder | $253,058 | $11,736+2056.2% | $8,927+2734.7% | $11,246+2150.3% |