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 | $24,641 | $76,552-67.8% | $123,892-80.1% | $62,891-60.8% |
| Participation rate | 58.1% | 73.0%-14.9pp | 81.4%-23.3pp | 69.3%-11.2pp |
| Annual return | 4.56% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $3,120 | $2,883+8.2% | $4,617-32.4% | $2,281+36.8% |
| Participant deferral / active EE | $396 | $4,840-91.8% | $5,984-93.4% | $3,203-87.6% |
| Admin fee / account holder | $2,193 | $4,826-54.6% | $8,357-73.8% | $4,296-48.9% |