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 | $21,398 | $48,364-55.8% | $71,796-70.2% | $62,891-66.0% |
| Participation rate | 56.8% | 60.6%-3.8pp | 69.1%-12.3pp | 69.3%-12.5pp |
| Annual return | -6.39% | 13.16%-19.6pp | 78.04%-84.4pp | 20.14%-26.5pp |
| Employer contribution / active EE | $360 | $1,042-65.5% | $1,924-81.3% | $2,281-84.2% |
| Participant deferral / active EE | $553 | $2,091-73.6% | $2,794-80.2% | $3,203-82.7% |
| Admin fee / account holder | $1,923 | $3,771-49.0% | $4,815-60.1% | $4,296-55.2% |