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 | $43,541 | $98,750-55.9% | $149,696-70.9% | $79,858-45.5% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | 4.30% | 27.43%-23.1pp | 276.60%-272.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $3,183 | $3,216-1.0% | $4,644-31.5% | $2,471+28.8% |
| Participant deferral / active EE | $1,774 | $5,680-68.8% | $6,842-74.1% | $3,740-52.6% |
| Admin fee / account holder | $13,437 | $6,053+122.0% | $9,309+44.3% | $5,306+153.2% |