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 | $40,357 | $80,717-50.0% | $154,803-73.9% | $84,808-52.4% |
| Participation rate | 56.3% | 66.8%-10.6pp | 78.1%-21.8pp | 68.3%-12.1pp |
| Annual return | 6.43% | 37.96%-31.5pp | 58.88%-52.5pp | 40.90%-34.5pp |
| Employer contribution / active EE | $3,526 | $2,761+27.7% | $4,305-18.1% | $2,631+34.0% |
| Participant deferral / active EE | $158 | $3,303-95.2% | $5,540-97.1% | $4,212-96.2% |
| Admin fee / account holder | $2,555 | $6,746-62.1% | $14,329-82.2% | $7,344-65.2% |