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 | $32,747 | $81,248-59.7% | $155,509-78.9% | $80,856-59.5% |
| Participation rate | 22.8% | 66.2%-43.4pp | 78.2%-55.4pp | 67.6%-44.8pp |
| Annual return | 7.16% | 33.31%-26.1pp | 64.67%-57.5pp | 35.59%-28.4pp |
| Employer contribution / active EE | $511 | $3,100-83.5% | $4,672-89.1% | $2,755-81.4% |
| Participant deferral / active EE | $539 | $3,452-84.4% | $5,626-90.4% | $4,296-87.5% |
| Admin fee / account holder | $13,944 | $7,997+74.4% | $15,912-12.4% | $6,918+101.6% |