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 8-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 | $87,818 | $71,516+22.8% | $98,439-10.8% | $71,457+22.9% |
| Participation rate | 18.5% | 72.7%-54.2pp | 75.2%-56.7pp | 67.9%-49.5pp |
| Annual return | 12.33% | 32.41%-20.1pp | 21.16%-8.8pp | 28.85%-16.5pp |
| Employer contribution / active EE | $695 | $2,399-71.0% | $3,048-77.2% | $2,588-73.1% |
| Participant deferral / active EE | $1,239 | $4,109-69.8% | $4,738-73.8% | $4,289-71.1% |
| Admin fee / account holder | $26,385 | $1,675+1475.4% | $8,948+194.9% | $1,587+1562.2% |