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 9-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 | $24,416 | $77,813-68.6% | $123,544-80.2% | $64,186-62.0% |
| Participation rate | 36.4% | 74.7%-38.3pp | 82.3%-45.9pp | 69.6%-33.2pp |
| Annual return | -8.91% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $640 | $3,014-78.8% | $4,628-86.2% | $2,381-73.1% |
| Participant deferral / active EE | $2,146 | $5,240-59.0% | $6,426-66.6% | $3,470-38.2% |
| Admin fee / account holder | $376 | $5,519-93.2% | $9,284-95.9% | $4,888-92.3% |