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 | $29,694 | $57,541-48.4% | $95,745-69.0% | $75,163-60.5% |
| Participation rate | 50.0% | 62.5%-12.5pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 5.51% | 34.93%-29.4pp | 28.35%-22.8pp | 160.62%-155.1pp |
| Employer contribution / active EE | $797 | $1,808-55.9% | $2,835-71.9% | $2,670-70.1% |
| Participant deferral / active EE | $817 | $3,074-73.4% | $4,245-80.7% | $4,125-80.2% |
| Admin fee / account holder | $1,135 | $4,099-72.3% | $5,678-80.0% | $5,651-79.9% |