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 | $5,970 | $110,502-94.6% | $80,716-92.6% | $167,490-96.4% |
| Participation rate | 69.6% | 64.0%+5.6pp | 54.2%+15.4pp | 82.1%-12.5pp |
| Annual return | 0.18% | 120.54%-120.4pp | 87.28%-87.1pp | 478.56%-478.4pp |
| Employer contribution / active EE | $260 | $1,543-83.1% | $1,160-77.6% | $4,837-94.6% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,435 | $4,545+129.6% | $3,380+208.7% | $12,309-15.2% |