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 | $37,614 | $71,050-47.1% | $93,606-59.8% | $80,856-53.5% |
| Participation rate | 35.5% | 60.4%-24.9pp | 68.7%-33.2pp | 67.6%-32.2pp |
| Annual return | 6.95% | 11.26%-4.3pp | 133.20%-126.3pp | 35.59%-28.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $682 | $4,034-83.1% | $4,411-84.5% | $4,296-84.1% |
| Admin fee / account holder | $18,594 | $6,945+167.7% | $8,285+124.4% | $6,918+168.8% |