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 | $25,510 | $73,787-65.4% | $98,716-74.2% | $82,448-69.1% |
| Participation rate | 44.1% | 61.4%-17.3pp | 69.3%-25.2pp | 68.1%-24.0pp |
| Annual return | 10.34% | 18.57%-8.2pp | 31.81%-21.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $356 | $1,511-76.4% | $2,279-84.4% | $2,551-86.0% |
| Participant deferral / active EE | $1,137 | $3,081-63.1% | $4,048-71.9% | $4,139-72.5% |
| Admin fee / account holder | $12,483 | $6,500+92.0% | $8,703+43.4% | $7,234+72.5% |