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 10-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 | $29,423 | $65,041-54.8% | $90,951-67.6% | $79,858-63.2% |
| Participation rate | 16.7% | 61.6%-44.9pp | 69.0%-52.3pp | 69.6%-53.0pp |
| Annual return | 5.82% | 30.45%-24.6pp | 134.60%-128.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,091 | $2,512-56.6% | $3,373-67.6% | $3,740-70.8% |
| Admin fee / account holder | $9,448 | $4,536+108.3% | $5,959+58.6% | $5,306+78.0% |