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 | $75,362 | $76,367-1.3% | $93,606-19.5% | $72,985+3.3% |
| Participation rate | 55.6% | 71.7%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 4.50% | 25.82%-21.3pp | 32.76%-28.3pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,085 | $2,275-52.3% | $2,718-60.1% | $2,440-55.5% |
| Participant deferral / active EE | $1,027 | $3,538-71.0% | $4,069-74.8% | $3,607-71.5% |
| Admin fee / account holder | $2,153 | $6,838-68.5% | $7,888-72.7% | $5,124-58.0% |