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 | $69,372 | $84,487-17.9% | $125,339-44.7% | $66,914+3.7% |
| Participation rate | 36.4% | 76.4%-40.0pp | 82.4%-45.9pp | 69.8%-33.4pp |
| Annual return | -18.76% | -8.39%-10.4pp | 572.05%-590.8pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,204 | $3,553-66.1% | $4,814-75.0% | $2,544-52.7% |
| Participant deferral / active EE | $1,802 | $6,781-73.4% | $7,446-75.8% | $4,237-57.5% |
| Admin fee / account holder | $4,408 | $685+543.5% | $10,010-56.0% | $593+643.0% |