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 8-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 | $19,362 | $59,805-67.6% | $79,550-75.7% | $68,494-71.7% |
| Participation rate | 22.0% | 61.1%-39.1pp | 69.5%-47.5pp | 67.9%-45.9pp |
| Annual return | -21.52% | -12.30%-9.2pp | 0.16%-21.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $563 | $1,505-62.6% | $2,413-76.7% | $2,596-78.3% |
| Participant deferral / active EE | $646 | $3,024-78.6% | $3,985-83.8% | $4,027-84.0% |
| Admin fee / account holder | $1,043 | $4,835-78.4% | $6,832-84.7% | $5,403-80.7% |