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 | $40,851 | $131,829-69.0% | $108,579-62.4% | $273,961-85.1% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.6%-26.2pp | 83.0%-29.7pp |
| Annual return | -9.53% | -91.57%+82.0pp | -51.70%+42.2pp | 41.45%-51.0pp |
| Employer contribution / active EE | $878 | $4,912-82.1% | $3,758-76.6% | $4,869-82.0% |
| Participant deferral / active EE | $926 | $5,127-81.9% | $4,311-78.5% | $5,287-82.5% |
| Admin fee / account holder | $484 | $10,252-95.3% | $7,645-93.7% | $10,132-95.2% |