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 | $73,259 | $84,696-13.5% | $75,696-3.2% | $167,490-56.3% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.8%-33.2pp | 82.1%-40.4pp |
| Annual return | 5.52% | 199.36%-193.8pp | 104.53%-99.0pp | 478.56%-473.0pp |
| Employer contribution / active EE | $622 | $3,230-80.7% | $2,743-77.3% | $4,837-87.1% |
| Participant deferral / active EE | $54 | $4,580-98.8% | $3,821-98.6% | $6,341-99.1% |
| Admin fee / account holder | $1,926 | $5,355-64.0% | $3,619-46.8% | $12,309-84.4% |