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 | $46,785 | $85,202-45.1% | $172,739-72.9% | $72,985-35.9% |
| Participation rate | 33.9% | 70.1%-36.1pp | 82.6%-48.7pp | 69.5%-35.6pp |
| Annual return | 15.68% | 27.32%-11.6pp | 802.84%-787.2pp | 81.00%-65.3pp |
| Employer contribution / active EE | $469 | $3,324-85.9% | $5,143-90.9% | $2,440-80.8% |
| Participant deferral / active EE | $610 | $3,260-81.3% | $5,198-88.3% | $3,607-83.1% |
| Admin fee / account holder | $6,090 | $5,884+3.5% | $13,954-56.4% | $5,124+18.8% |