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 8-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 | $22,000 | $81,460-73.0% | $103,333-78.7% | $80,856-72.8% |
| Participation rate | 53.1% | 66.8%-13.7pp | 74.5%-21.4pp | 67.6%-14.5pp |
| Annual return | 8.29% | 25.55%-17.3pp | 24.88%-16.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $3,393 | $3,105+9.3% | $3,868-12.3% | $2,755+23.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,738 | $6,566-27.8% | $8,355-43.3% | $6,918-31.5% |