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 | $82,176 | $112,096-26.7% | $95,952-14.4% | $158,922-48.3% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | -4.36% | 171.09%-175.4pp | 91.61%-96.0pp | 302.83%-307.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,040 | $4,784-78.3% | $4,167-75.0% | $5,982-82.6% |
| Admin fee / account holder | $1,188 | $10,130-88.3% | $6,795-82.5% | $11,246-89.4% |