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 | $3,054 | $76,738-96.0% | $56,411-94.6% | $145,922-97.9% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | -25.27% | 2994.23%-3019.5pp | 1701.33%-1726.6pp | 561.29%-586.6pp |
| Employer contribution / active EE | $111 | $1,380-92.0% | $1,039-89.3% | $4,660-97.6% |
| Participant deferral / active EE | $138 | $2,623-94.7% | $1,952-92.9% | $6,688-97.9% |
| Admin fee / account holder | $671 | $3,334-79.9% | $2,829-76.3% | $13,397-95.0% |