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 | $45,630 | $107,334-57.5% | $92,893-50.9% | $152,861-70.1% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.4%-13.7pp |
| Annual return | 3.58% | 145.58%-142.0pp | 109.41%-105.8pp | 345.32%-341.7pp |
| Employer contribution / active EE | $874 | $4,221-79.3% | $3,653-76.1% | $4,762-81.7% |
| Participant deferral / active EE | $1,298 | $4,845-73.2% | $4,236-69.4% | $5,850-77.8% |
| Admin fee / account holder | $13,214 | $7,079+86.7% | $5,794+128.1% | $11,596+14.0% |