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 | $77,357 | $105,181-26.5% | $159,436-51.5% | $85,850-9.9% |
| Participation rate | 37.1% | 75.8%-38.7pp | 82.8%-45.7pp | 69.3%-32.2pp |
| Annual return | 9.35% | 45.07%-35.7pp | 263.57%-254.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,048 | $3,318-68.4% | $4,829-78.3% | $2,565-59.1% |
| Participant deferral / active EE | $1,680 | $5,945-71.7% | $7,352-77.1% | $3,952-57.5% |
| Admin fee / account holder | $20,486 | $6,933+195.5% | $10,799+89.7% | $6,260+227.3% |