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 7-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 | $21,668 | $87,166-75.1% | $76,735-71.8% | $137,256-84.2% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | -7.26% | 26.50%-33.8pp | 29.77%-37.0pp | 220.34%-227.6pp |
| Employer contribution / active EE | $551 | $2,904-81.0% | $2,454-77.6% | $4,156-86.8% |
| Participant deferral / active EE | $814 | $4,726-82.8% | $4,088-80.1% | $6,407-87.3% |
| Admin fee / account holder | $5,147 | $8,403-38.8% | $7,189-28.4% | $12,270-58.1% |