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 6-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 | $25,844 | $93,571-72.4% | $135,903-81.0% | $75,163-65.6% |
| Participation rate | 21.6% | 75.2%-53.6pp | 81.9%-60.3pp | 67.2%-45.6pp |
| Annual return | 7.55% | 30.90%-23.4pp | 68.23%-60.7pp | 160.62%-153.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,925 | $6,404-69.9% | $7,758-75.2% | $4,125-53.3% |
| Admin fee / account holder | $2,966 | $6,975-57.5% | $10,762-72.4% | $5,651-47.5% |