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 | $26,915 | $65,561-58.9% | $86,188-68.8% | $75,163-64.2% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 12.00% | 46.05%-34.1pp | 1168.45%-1156.5pp | 160.62%-148.6pp |
| Employer contribution / active EE | $838 | $1,553-46.0% | $2,380-64.8% | $2,670-68.6% |
| Participant deferral / active EE | $1,154 | $3,024-61.9% | $3,985-71.1% | $4,125-72.0% |
| Admin fee / account holder | $18,339 | $5,474+235.0% | $6,852+167.7% | $5,651+224.5% |