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 | $17,168 | $91,190-81.2% | $178,490-90.4% | $79,858-78.5% |
| Participation rate | 56.3% | 69.2%-13.0pp | 81.9%-25.7pp | 69.6%-13.4pp |
| Annual return | 4.45% | 24.19%-19.7pp | 151.07%-146.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $443 | $3,256-86.4% | $5,011-91.2% | $2,471-82.1% |
| Participant deferral / active EE | $618 | $3,236-80.9% | $5,202-88.1% | $3,740-83.5% |
| Admin fee / account holder | $375 | $6,751-94.4% | $13,984-97.3% | $5,306-92.9% |