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 | $3,780 | $88,751-95.7% | $81,812-95.4% | $145,922-97.4% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | -4.35% | 1025.40%-1029.7pp | 773.79%-778.1pp | 561.29%-565.6pp |
| Employer contribution / active EE | $426 | $3,083-86.2% | $2,912-85.4% | $4,660-90.9% |
| Participant deferral / active EE | $530 | $4,643-88.6% | $4,319-87.7% | $6,688-92.1% |
| Admin fee / account holder | $403 | $8,415-95.2% | $7,386-94.5% | $13,397-97.0% |