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 | $29,161 | $29,660-1.7% | $56,411-48.3% | $80,856-63.9% |
| Participation rate | 6.8% | 41.6%-34.8pp | 52.5%-45.6pp | 67.6%-60.8pp |
| Annual return | 8.76% | 35.23%-26.5pp | 1701.33%-1692.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $208 | $669-68.9% | $1,039-80.0% | $2,755-92.5% |
| Participant deferral / active EE | $211 | $1,226-82.8% | $1,952-89.2% | $4,296-95.1% |
| Admin fee / account holder | $13,419 | $2,428+452.8% | $2,829+374.4% | $6,918+94.0% |