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 9-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 | $25,758 | $140,940-81.7% | $112,229-77.0% | $139,434-81.5% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | -0.67% | 32.71%-33.4pp | 30.20%-30.9pp | 372.94%-373.6pp |
| Employer contribution / active EE | $958 | $4,283-77.6% | $3,430-72.1% | $4,751-79.8% |
| Participant deferral / active EE | $909 | $5,874-84.5% | $4,798-81.1% | $6,710-86.5% |
| Admin fee / account holder | $3,993 | $9,954-59.9% | $7,748-48.5% | $11,403-65.0% |