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 | $24,623 | $91,190-73.0% | $178,490-86.2% | $79,858-69.2% |
| Participation rate | 55.4% | 69.2%-13.8pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 9.13% | 24.19%-15.1pp | 151.07%-141.9pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,531 | $3,256-53.0% | $5,011-69.4% | $2,471-38.0% |
| Participant deferral / active EE | $340 | $3,236-89.5% | $5,202-93.5% | $3,740-90.9% |
| Admin fee / account holder | $9,622 | $6,751+42.5% | $13,984-31.2% | $5,306+81.3% |