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 | $73,762 | $162,781-54.7% | $133,956-44.9% | $158,922-53.6% |
| Participation rate | 65.2% | 83.2%-18.0pp | 79.8%-14.6pp | 82.0%-16.7pp |
| Annual return | 1.23% | 41.94%-40.7pp | 45.09%-43.9pp | 302.83%-301.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $798 | $5,911-86.5% | $5,048-84.2% | $5,982-86.7% |
| Admin fee / account holder | $13,733 | $11,736+17.0% | $8,927+53.8% | $11,246+22.1% |