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 3-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 | $30,570 | $60,892-49.8% | $82,389-62.9% | $84,808-64.0% |
| Participation rate | 10.0% | 63.3%-53.3pp | 69.5%-59.5pp | 68.3%-58.3pp |
| Annual return | 11.46% | 37.29%-25.8pp | 28.67%-17.2pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $751 | $3,179-76.4% | $4,155-81.9% | $4,212-82.2% |
| Admin fee / account holder | $21,527 | $5,467+293.7% | $7,231+197.7% | $7,344+193.1% |