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 | $28,177 | $179,726-84.3% | $156,263-82.0% | $142,382-80.2% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.9%-34.5pp | 80.1%-35.7pp |
| Annual return | 9.82% | 77.86%-68.0pp | 59.47%-49.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,400 | $5,069-72.4% | $4,333-67.7% | $4,299-67.4% |
| Participant deferral / active EE | $1,466 | $6,956-78.9% | $6,158-76.2% | $6,507-77.5% |
| Admin fee / account holder | $99,778 | $17,272+477.7% | $14,255+600.0% | $12,624+690.4% |