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 5-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 | $33,340 | $72,277-53.9% | $101,248-67.1% | $79,858-58.3% |
| Participation rate | 8.0% | 68.5%-60.5pp | 75.8%-67.8pp | 69.6%-61.6pp |
| Annual return | 9.20% | 22.30%-13.1pp | 46.47%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $656 | $2,692-75.6% | $3,660-82.1% | $2,471-73.4% |
| Participant deferral / active EE | $1,076 | $3,282-67.2% | $4,370-75.4% | $3,740-71.2% |
| Admin fee / account holder | $89,083 | $4,400+1924.4% | $5,945+1398.3% | $5,306+1578.8% |