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 | $60,910 | $93,571-34.9% | $135,903-55.2% | $75,163-19.0% |
| Participation rate | 44.9% | 75.2%-30.3pp | 81.9%-37.0pp | 67.2%-22.3pp |
| Annual return | 10.44% | 30.90%-20.5pp | 68.23%-57.8pp | 160.62%-150.2pp |
| Employer contribution / active EE | $810 | $3,537-77.1% | $4,856-83.3% | $2,670-69.7% |
| Participant deferral / active EE | $1,612 | $6,404-74.8% | $7,758-79.2% | $4,125-60.9% |
| Admin fee / account holder | $1,729 | $6,975-75.2% | $10,762-83.9% | $5,651-69.4% |