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 | $33,764 | $82,664-59.2% | $125,339-73.1% | $68,494-50.7% |
| Participation rate | 56.6% | 75.0%-18.4pp | 82.4%-25.7pp | 67.9%-11.3pp |
| Annual return | -21.23% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $805 | $3,381-76.2% | $4,814-83.3% | $2,596-69.0% |
| Participant deferral / active EE | $1,369 | $6,110-77.6% | $7,446-81.6% | $4,027-66.0% |
| Admin fee / account holder | $3,199 | $6,275-49.0% | $10,010-68.0% | $5,403-40.8% |