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 | $4,073 | $74,888-94.6% | $71,209-94.3% | $142,382-97.1% |
| Participation rate | 47.1% | 76.2%-29.2pp | 73.8%-26.7pp | 80.1%-33.1pp |
| Annual return | 11.64% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $420 | $2,854-85.3% | $2,721-84.6% | $4,299-90.2% |
| Participant deferral / active EE | $451 | $4,454-89.9% | $4,175-89.2% | $6,507-93.1% |
| Admin fee / account holder | $2,084 | $5,568-62.6% | $5,349-61.0% | $12,624-83.5% |