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 | $26,714 | $133,922-80.1% | $116,228-77.0% | $142,382-81.2% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.6%-5.8pp | 80.1%-11.4pp |
| Annual return | 5.04% | 147.76%-142.7pp | 90.06%-85.0pp | 217.08%-212.0pp |
| Employer contribution / active EE | $6,730 | $3,446+95.3% | $2,994+124.7% | $4,299+56.5% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $61,569 | $14,945+312.0% | $11,989+413.5% | $12,624+387.7% |