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 | $47,657 | $103,376-53.9% | $87,100-45.3% | $152,861-68.8% |
| Participation rate | 27.3% | 79.3%-52.1pp | 76.9%-49.6pp | 82.4%-55.2pp |
| Annual return | 8.77% | 28.10%-19.3pp | 28.19%-19.4pp | 345.32%-336.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $189 | $4,778-96.0% | $4,049-95.3% | $5,850-96.8% |
| Admin fee / account holder | $571 | $12,205-95.3% | $7,497-92.4% | $11,596-95.1% |