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.
Employer 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 | $6,663 | $72,071-90.8% | $68,368-90.3% | $137,256-95.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | -5.10% | 353.14%-358.2pp | 292.57%-297.7pp | 220.34%-225.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $884 | $4,410-80.0% | $4,123-78.6% | $6,407-86.2% |
| Admin fee / account holder | $1,025 | $5,336-80.8% | $5,150-80.1% | $12,270-91.7% |