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 | $48,793 | $54,726-10.8% | $68,793-29.1% | $64,186-24.0% |
| Participation rate | 11.1% | 68.0%-56.9pp | 72.2%-61.1pp | 69.6%-58.5pp |
| Annual return | -8.04% | -1.62%-6.4pp | -4.63%-3.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $184 | $2,626-93.0% | $3,311-94.4% | $3,470-94.7% |
| Admin fee / account holder | $595 | $4,027-85.2% | $5,131-88.4% | $4,888-87.8% |