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 | $87,906 | $100,970-12.9% | $96,576-9.0% | $137,256-36.0% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 6.59% | 38.16%-31.6pp | 38.47%-31.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,132 | $3,809-70.3% | $3,553-68.2% | $4,156-72.8% |
| Participant deferral / active EE | $1,836 | $8,286-77.8% | $7,956-76.9% | $6,407-71.3% |
| Admin fee / account holder | $143,628 | $11,312+1169.7% | $11,381+1162.0% | $12,270+1070.5% |