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 8-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 | $1,283 | $29,319-95.6% | $52,425-97.6% | $82,448-98.4% |
| Participation rate | 23.1% | 46.9%-23.8pp | 55.6%-32.5pp | 68.1%-45.0pp |
| Annual return | 2.75% | 535.20%-532.4pp | 302.12%-299.4pp | 41.64%-38.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $98 | $1,171-91.6% | $1,790-94.5% | $4,139-97.6% |
| Admin fee / account holder | $1,074 | $1,962-45.3% | $2,495-56.9% | $7,234-85.2% |