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 | $44,644 | $61,052-26.9% | $142,863-68.8% | $79,386-43.8% |
| Participation rate | 19.8% | 60.1%-40.3pp | 71.9%-52.1pp | 70.7%-50.9pp |
| Annual return | 9.84% | 16.02%-6.2pp | 5637.54%-5627.7pp | 116.85%-107.0pp |
| Employer contribution / active EE | $456 | $1,481-69.2% | $4,144-89.0% | $2,427-81.2% |
| Participant deferral / active EE | $952 | $2,879-66.9% | $3,837-75.2% | $4,046-76.5% |
| Admin fee / account holder | $6,124 | $659+828.8% | $6,560-6.6% | $626+877.6% |