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 | $58,675 | $80,968-27.5% | $96,544-39.2% | $75,163-21.9% |
| Participation rate | 46.2% | 71.8%-25.6pp | 76.0%-29.8pp | 67.2%-21.0pp |
| Annual return | 9.19% | 27.06%-17.9pp | 25.84%-16.7pp | 160.62%-151.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $220 | $3,928-94.4% | $4,851-95.5% | $4,125-94.7% |
| Admin fee / account holder | $50,691 | $6,724+653.9% | $8,252+514.3% | $5,651+797.0% |