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 | $30,920 | $24,730+25.0% | $66,042-53.2% | $84,808-63.5% |
| Participation rate | 16.7% | 68.1%-51.4pp | 67.5%-50.8pp | 68.3%-51.6pp |
| Annual return | 6.44% | 79.55%-73.1pp | 52.11%-45.7pp | 40.90%-34.5pp |
| Employer contribution / active EE | $372 | $857-56.6% | $1,579-76.4% | $2,631-85.9% |
| Participant deferral / active EE | $508 | $1,737-70.8% | $2,835-82.1% | $4,212-87.9% |
| Admin fee / account holder | $26,428 | $3,014+776.9% | $5,747+359.9% | $7,344+259.9% |