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 6-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 | $14,890 | $65,061-77.1% | $143,757-89.6% | $66,914-77.7% |
| Participation rate | 8.7% | 65.2%-56.5pp | 80.3%-71.6pp | 69.8%-61.1pp |
| Annual return | -19.29% | -11.14%-8.2pp | -0.04%-19.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $420 | $2,919-85.6% | $5,637-92.5% | $4,237-90.1% |
| Admin fee / account holder | $3,238 | $502+545.1% | $14,673-77.9% | $593+445.8% |