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 | $72,070 | $106,515-32.3% | $96,683-25.5% | $139,434-48.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.50% | 38.43%-29.9pp | 35.69%-27.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $801 | $4,103-80.5% | $3,737-78.6% | $4,751-83.2% |
| Participant deferral / active EE | $1,001 | $5,454-81.7% | $4,878-79.5% | $6,710-85.1% |
| Admin fee / account holder | $99,606 | $7,877+1164.5% | $6,730+1380.1% | $11,403+773.5% |