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 | $40,710 | $86,655-53.0% | $119,609-66.0% | $66,914-39.2% |
| Participation rate | 35.9% | 75.6%-39.7pp | 79.3%-43.4pp | 69.8%-33.9pp |
| Annual return | -20.11% | -8.00%-12.1pp | -14.97%-5.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $879 | $2,536-65.4% | $4,232-79.2% | $2,544-65.5% |
| Participant deferral / active EE | $1,771 | $4,358-59.4% | $5,602-68.4% | $4,237-58.2% |
| Admin fee / account holder | $4,570 | $755+505.6% | $10,323-55.7% | $593+670.4% |