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 | $55,029 | $70,669-22.1% | $169,368-67.5% | $75,163-26.8% |
| Participation rate | 53.1% | 64.8%-11.7pp | 77.1%-24.0pp | 67.2%-14.1pp |
| Annual return | 7.11% | 36.36%-29.2pp | 405.60%-398.5pp | 160.62%-153.5pp |
| Employer contribution / active EE | $842 | $2,211-61.9% | $4,013-79.0% | $2,670-68.5% |
| Participant deferral / active EE | $979 | $4,311-77.3% | $6,221-84.3% | $4,125-76.3% |
| Admin fee / account holder | $822 | $5,402-84.8% | $9,003-90.9% | $5,651-85.4% |