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 | $40,708 | $125,758-67.6% | $169,993-76.1% | $75,163-45.8% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.0%-19.1pp | 67.2%+0.7pp |
| Annual return | 12.25% | 27.20%-14.9pp | 53.37%-41.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,571 | $4,615-44.3% | $6,785-62.1% | $2,670-3.7% |
| Participant deferral / active EE | $327 | $6,837-95.2% | $10,408-96.9% | $4,125-92.1% |
| Admin fee / account holder | $3,559 | $8,173-56.5% | $12,815-72.2% | $5,651-37.0% |