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 | $38,074 | $58,208-34.6% | $81,812-53.5% | $80,856-52.9% |
| Participation rate | 16.7% | 63.4%-46.7pp | 72.3%-55.7pp | 67.6%-51.0pp |
| Annual return | 2.34% | 41.66%-39.3pp | 773.79%-771.4pp | 35.59%-33.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $577 | $3,281-82.4% | $4,319-86.6% | $4,296-86.6% |
| Admin fee / account holder | $451 | $4,981-91.0% | $7,386-93.9% | $6,918-93.5% |