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 10-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 | $34,575 | $50,972-32.2% | $88,538-60.9% | $72,985-52.6% |
| Participation rate | 30.8% | 63.4%-32.6pp | 68.7%-38.0pp | 69.5%-38.7pp |
| Annual return | 15.68% | 29.62%-13.9pp | 43.64%-28.0pp | 81.00%-65.3pp |
| Employer contribution / active EE | $274 | $1,475-81.5% | $2,098-87.0% | $2,440-88.8% |
| Participant deferral / active EE | $535 | $2,230-76.0% | $2,914-81.6% | $3,607-85.2% |
| Admin fee / account holder | $2,271 | $3,230-29.7% | $4,310-47.3% | $5,124-55.7% |