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 | $6,601 | $58,234-88.7% | $81,783-91.9% | $80,874-91.8% |
| Participation rate | 17.7% | 63.4%-45.7pp | 72.4%-54.6pp | 67.6%-49.9pp |
| Annual return | 5.91% | 41.70%-35.8pp | 775.05%-769.1pp | 35.62%-29.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $663 | $3,283-79.8% | $4,320-84.7% | $4,297-84.6% |
| Admin fee / account holder | $2,173 | $4,982-56.4% | $7,380-70.6% | $6,935-68.7% |