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 | $79,789 | $88,634-10.0% | $101,326-21.3% | $74,304+7.4% |
| Participation rate | 38.6% | 76.9%-38.2pp | 81.5%-42.9pp | 60.3%-21.7pp |
| Annual return | 14.34% | 33.10%-18.8pp | 36.82%-22.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,452 | $2,930-50.5% | $3,665-60.4% | $2,241-35.2% |
| Participant deferral / active EE | $2,591 | $7,322-64.6% | $7,994-67.6% | $3,767-31.2% |
| Admin fee / account holder | $5,055 | $2,425+108.4% | $11,185-54.8% | $2,969+70.3% |