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 6-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 | $32,465 | $82,664-60.7% | $125,339-74.1% | $68,494-52.6% |
| Participation rate | 14.3% | 75.0%-60.8pp | 82.4%-68.1pp | 67.9%-53.6pp |
| Annual return | -23.28% | -5.97%-17.3pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $820 | $3,381-75.7% | $4,814-83.0% | $2,596-68.4% |
| Participant deferral / active EE | $1,303 | $6,110-78.7% | $7,446-82.5% | $4,027-67.6% |
| Admin fee / account holder | $723 | $6,275-88.5% | $10,010-92.8% | $5,403-86.6% |