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 | $21,656 | $77,899-72.2% | $149,673-85.5% | $75,163-71.2% |
| Participation rate | 31.9% | 65.6%-33.7pp | 78.8%-46.9pp | 67.2%-35.3pp |
| Annual return | 12.35% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $632 | $3,137-79.9% | $4,818-86.9% | $2,670-76.3% |
| Participant deferral / active EE | $642 | $3,411-81.2% | $5,680-88.7% | $4,125-84.4% |
| Admin fee / account holder | $915 | $5,956-84.6% | $13,210-93.1% | $5,651-83.8% |