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 10-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 | $37,845 | $77,314-51.0% | $177,989-78.7% | $80,856-53.2% |
| Participation rate | 23.3% | 65.7%-42.4pp | 77.1%-53.8pp | 67.6%-44.4pp |
| Annual return | 7.70% | 18.09%-10.4pp | 294.48%-286.8pp | 35.59%-27.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $159 | $4,411-96.4% | $6,276-97.5% | $4,296-96.3% |
| Admin fee / account holder | $8,601 | $7,191+19.6% | $10,363-17.0% | $6,918+24.3% |