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 | $73,260 | $73,933-0.9% | $96,683-24.2% | $75,163-2.5% |
| Participation rate | 34.1% | 66.4%-32.3pp | 74.3%-40.3pp | 67.2%-33.1pp |
| Annual return | 12.32% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $801 | $2,928-72.6% | $3,737-78.6% | $2,670-70.0% |
| Participant deferral / active EE | $1,269 | $3,659-65.3% | $4,878-74.0% | $4,125-69.2% |
| Admin fee / account holder | $53,647 | $5,216+928.5% | $6,730+697.2% | $5,651+849.3% |