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 | $18,886 | $59,839-68.4% | $81,983-77.0% | $79,858-76.4% |
| Participation rate | 27.3% | 61.6%-34.3pp | 69.2%-42.0pp | 69.6%-42.4pp |
| Annual return | 3.26% | 17.56%-14.3pp | 41.31%-38.1pp | 31.71%-28.5pp |
| Employer contribution / active EE | $318 | $1,713-81.4% | $2,498-87.3% | $2,471-87.1% |
| Participant deferral / active EE | $422 | $2,695-84.3% | $3,722-88.7% | $3,740-88.7% |
| Admin fee / account holder | $2,321 | $4,287-45.9% | $5,664-59.0% | $5,306-56.3% |