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 | $9,788 | $54,705-82.1% | $71,209-86.3% | $84,808-88.5% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.8%-48.8pp | 68.3%-43.3pp |
| Annual return | 10.86% | 35.90%-25.0pp | 282.51%-271.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $354 | $2,158-83.6% | $2,721-87.0% | $2,631-86.5% |
| Participant deferral / active EE | $389 | $3,030-87.2% | $4,175-90.7% | $4,212-90.8% |
| Admin fee / account holder | $5,135 | $4,863+5.6% | $5,349-4.0% | $7,344-30.1% |