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 | $156,194 | $58,577+166.6% | $83,333+87.4% | $64,186+143.3% |
| Participation rate | 4.8% | 72.0%-67.3pp | 77.8%-73.0pp | 69.6%-64.8pp |
| Annual return | -11.79% | 9.65%-21.4pp | 10.63%-22.4pp | 7.63%-19.4pp |
| Employer contribution / active EE | $300 | $2,098-85.7% | $3,379-91.1% | $2,381-87.4% |
| Participant deferral / active EE | $482 | $4,654-89.7% | $5,565-91.3% | $3,470-86.1% |
| Admin fee / account holder | $2,357 | $9,275-74.6% | $7,510-68.6% | $4,888-51.8% |