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 | $43,419 | $59,107-26.5% | $86,436-49.8% | $68,494-36.6% |
| Participation rate | 45.7% | 75.2%-29.5pp | 80.3%-34.6pp | 67.9%-22.2pp |
| Annual return | -21.02% | -0.23%-20.8pp | 4394.89%-4415.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $761 | $2,519-69.8% | $3,769-79.8% | $2,596-70.7% |
| Participant deferral / active EE | $2,357 | $5,901-60.1% | $6,952-66.1% | $4,027-41.5% |
| Admin fee / account holder | $2,232 | $5,637-60.4% | $6,731-66.8% | $5,403-58.7% |