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 | $23,057 | $71,050-67.5% | $93,606-75.4% | $80,856-71.5% |
| Participation rate | 34.5% | 60.4%-25.9pp | 68.7%-34.2pp | 67.6%-33.2pp |
| Annual return | 6.25% | 11.26%-5.0pp | 133.20%-126.9pp | 35.59%-29.3pp |
| Employer contribution / active EE | $428 | $1,564-72.6% | $2,420-82.3% | $2,755-84.4% |
| Participant deferral / active EE | $632 | $4,034-84.3% | $4,411-85.7% | $4,296-85.3% |
| Admin fee / account holder | $3,016 | $6,945-56.6% | $8,285-63.6% | $6,918-56.4% |