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 9-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 | $28,980 | $85,766-66.2% | $136,294-78.7% | $70,131-58.7% |
| Participation rate | 17.6% | 74.2%-56.5pp | 81.9%-64.3pp | 69.5%-51.9pp |
| Annual return | 12.78% | 31.45%-18.7pp | 5155.94%-5143.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $437 | $5,051-91.4% | $6,247-93.0% | $3,332-86.9% |
| Admin fee / account holder | $13,428 | $5,420+147.7% | $9,243+45.3% | $4,645+189.1% |