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 | $29,161 | $29,667-1.7% | $56,441-48.3% | $80,874-63.9% |
| Participation rate | 6.8% | 41.7%-34.8pp | 52.5%-45.6pp | 67.6%-60.8pp |
| Annual return | 8.76% | 35.22%-26.5pp | 1704.21%-1695.5pp | 35.62%-26.9pp |
| Employer contribution / active EE | $208 | $669-68.9% | $1,039-80.0% | $2,756-92.5% |
| Participant deferral / active EE | $211 | $1,227-82.8% | $1,953-89.2% | $4,297-95.1% |
| Admin fee / account holder | $13,419 | $2,429+452.3% | $2,829+374.3% | $6,935+93.5% |