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 | $58,109 | $80,753-28.0% | $136,294-57.4% | $62,292-6.7% |
| Participation rate | 36.5% | 73.5%-37.0pp | 81.9%-45.4pp | 69.5%-33.0pp |
| Annual return | 11.76% | 35.83%-24.1pp | 5155.94%-5144.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $524 | $2,884-81.8% | $4,695-88.8% | $2,042-74.3% |
| Participant deferral / active EE | $2,000 | $5,164-61.3% | $6,247-68.0% | $3,169-36.9% |
| Admin fee / account holder | $9,186 | $525+1648.3% | $9,243-0.6% | $479+1816.3% |