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 | $29,484 | $60,349-51.1% | $74,183-60.3% | $62,891-53.1% |
| Participation rate | 51.9% | 72.7%-20.9pp | 76.6%-24.8pp | 69.3%-17.5pp |
| Annual return | 4.50% | 21.37%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $697 | $1,680-58.5% | $2,370-70.6% | $2,281-69.4% |
| Participant deferral / active EE | $968 | $2,856-66.1% | $3,550-72.7% | $3,203-69.8% |
| Admin fee / account holder | $3,747 | $4,261-12.1% | $5,586-32.9% | $4,296-12.8% |