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 | $26,136 | $80,717-67.6% | $154,803-83.1% | $84,808-69.2% |
| Participation rate | 30.0% | 66.8%-36.8pp | 78.1%-48.1pp | 68.3%-38.3pp |
| Annual return | 11.16% | 37.96%-26.8pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $403 | $2,761-85.4% | $4,305-90.6% | $2,631-84.7% |
| Participant deferral / active EE | $571 | $3,303-82.7% | $5,540-89.7% | $4,212-86.4% |
| Admin fee / account holder | $2,234 | $6,746-66.9% | $14,329-84.4% | $7,344-69.6% |