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 | $31,224 | $54,762-43.0% | $90,281-65.4% | $72,985-57.2% |
| Participation rate | 51.0% | 65.1%-14.2pp | 73.3%-22.3pp | 69.5%-18.5pp |
| Annual return | 16.14% | 30.63%-14.5pp | 78.10%-62.0pp | 81.00%-64.9pp |
| Employer contribution / active EE | $512 | $2,092-75.5% | $2,854-82.0% | $2,440-79.0% |
| Participant deferral / active EE | $715 | $2,887-75.2% | $3,885-81.6% | $3,607-80.2% |
| Admin fee / account holder | $13,311 | $3,972+235.1% | $5,351+148.8% | $5,124+159.8% |