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 7-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 | $99,346 | $86,929+14.3% | $102,423-3.0% | $80,856+22.9% |
| Participation rate | 34.8% | 72.4%-37.6pp | 76.5%-41.7pp | 67.6%-32.9pp |
| Annual return | 8.76% | 18.88%-10.1pp | 29.32%-20.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $705 | $2,369-70.2% | $3,023-76.7% | $2,755-74.4% |
| Participant deferral / active EE | $1,373 | $4,118-66.7% | $5,053-72.8% | $4,296-68.0% |
| Admin fee / account holder | $7,854 | $8,049-2.4% | $9,451-16.9% | $6,918+13.5% |