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 | $27,199 | $45,035-39.6% | $62,995-56.8% | $70,131-61.2% |
| Participation rate | 6.5% | 69.5%-63.0pp | 74.8%-68.3pp | 69.5%-63.0pp |
| Annual return | 9.03% | 18.76%-9.7pp | 87.57%-78.5pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $433 | $2,465-82.4% | $3,329-87.0% | $3,332-87.0% |
| Admin fee / account holder | $76,783 | $2,834+2609.1% | $3,600+2032.9% | $4,645+1552.9% |