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 | $80,374 | $85,515-6.0% | $112,040-28.3% | $67,986+18.2% |
| Participation rate | 10.9% | 68.2%-57.3pp | 76.5%-65.6pp | 57.2%-46.3pp |
| Annual return | 9.71% | 29.68%-20.0pp | 24.52%-14.8pp | 31.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $525 | $4,014-86.9% | $5,098-89.7% | $3,358-84.4% |
| Admin fee / account holder | $18,081 | $3,774+379.1% | $12,098+49.5% | $3,203+464.5% |