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 | $35,529 | $98,240-63.8% | $82,313-56.8% | $147,584-75.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 1.73% | 30.85%-29.1pp | 25.88%-24.2pp | 578.55%-576.8pp |
| Employer contribution / active EE | $1,112 | $3,192-65.2% | $2,428-54.2% | $4,876-77.2% |
| Participant deferral / active EE | $1,141 | $4,383-74.0% | $3,706-69.2% | $5,439-79.0% |
| Admin fee / account holder | $1,323 | $8,563-84.5% | $5,608-76.4% | $10,885-87.8% |