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 | $7,969 | $60,022-86.7% | $88,946-91.0% | $84,808-90.6% |
| Participation rate | 43.6% | 57.8%-14.2pp | 68.8%-25.3pp | 68.3%-24.7pp |
| Annual return | 10.50% | 22.43%-11.9pp | 57.82%-47.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $386 | $1,703-77.3% | $2,555-84.9% | $2,631-85.3% |
| Participant deferral / active EE | $678 | $3,114-78.2% | $4,581-85.2% | $4,212-83.9% |
| Admin fee / account holder | $1,250 | $4,811-74.0% | $8,261-84.9% | $7,344-83.0% |