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 7-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 | $47,934 | $59,839-19.9% | $81,983-41.5% | $79,858-40.0% |
| Participation rate | 38.5% | 61.6%-23.2pp | 69.2%-30.8pp | 69.6%-31.2pp |
| Annual return | 5.33% | 17.56%-12.2pp | 41.31%-36.0pp | 31.71%-26.4pp |
| Employer contribution / active EE | $375 | $1,713-78.1% | $2,498-85.0% | $2,471-84.8% |
| Participant deferral / active EE | $901 | $2,695-66.6% | $3,722-75.8% | $3,740-75.9% |
| Admin fee / account holder | $2,740 | $4,287-36.1% | $5,664-51.6% | $5,306-48.4% |