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 | $25,662 | $47,848-46.4% | $81,478-68.5% | $70,131-63.4% |
| Participation rate | 13.9% | 58.3%-44.4pp | 68.0%-54.1pp | 69.5%-55.7pp |
| Annual return | 12.07% | 27.25%-15.2pp | 38.78%-26.7pp | 73.14%-61.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $604 | $2,453-75.4% | $3,537-82.9% | $3,332-81.9% |
| Admin fee / account holder | $10,102 | $3,145+221.2% | $4,561+121.5% | $4,645+117.5% |