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 4-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 | $62,923 | $94,625-33.5% | $116,228-45.9% | $84,808-25.8% |
| Participation rate | 55.2% | 70.4%-15.3pp | 74.6%-19.4pp | 68.3%-13.1pp |
| Annual return | 9.38% | 20.40%-11.0pp | 90.06%-80.7pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,311 | $3,972-67.0% | $4,953-73.5% | $4,212-68.9% |
| Admin fee / account holder | $5,257 | $10,091-47.9% | $11,989-56.2% | $7,344-28.4% |