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 | $20,211 | $52,406-61.4% | $129,207-84.4% | $74,495-72.9% |
| Participation rate | 29.1% | 53.8%-24.7pp | 69.6%-40.6pp | 67.2%-38.1pp |
| Annual return | 10.27% | 15.66%-5.4pp | 9417.33%-9407.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $396 | $1,531-74.1% | $4,153-90.5% | $2,623-84.9% |
| Participant deferral / active EE | $413 | $2,794-85.2% | $4,168-90.1% | $4,346-90.5% |
| Admin fee / account holder | $4,097 | $2,633+55.6% | $7,715-46.9% | $1,942+111.0% |