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 | $22,430 | $91,190-75.4% | $178,490-87.4% | $79,858-71.9% |
| Participation rate | 18.8% | 69.2%-50.5pp | 81.9%-63.2pp | 69.6%-50.9pp |
| Annual return | 2.42% | 24.19%-21.8pp | 151.07%-148.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $523 | $3,256-83.9% | $5,011-89.6% | $2,471-78.8% |
| Participant deferral / active EE | $518 | $3,236-84.0% | $5,202-90.0% | $3,740-86.2% |
| Admin fee / account holder | $688 | $6,751-89.8% | $13,984-95.1% | $5,306-87.0% |