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 | $64,046 | $49,138+30.3% | $84,015-23.8% | $65,185-1.7% |
| Participation rate | 30.0% | 60.7%-30.7pp | 69.0%-39.0pp | 70.2%-40.2pp |
| Annual return | 4.30% | 23.00%-18.7pp | 71.31%-67.0pp | 29.38%-25.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $838 | $2,397-65.0% | $3,239-74.1% | $3,514-76.1% |
| Admin fee / account holder | $3,552 | $543+553.8% | $6,101-41.8% | $847+319.4% |