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 | $19,206 | $49,227-61.0% | $70,449-72.7% | $79,858-76.0% |
| Participation rate | 40.5% | 69.2%-28.7pp | 75.1%-34.6pp | 69.6%-29.2pp |
| Annual return | 2.25% | 30.06%-27.8pp | 109.03%-106.8pp | 31.71%-29.5pp |
| Employer contribution / active EE | $475 | $2,099-77.4% | $2,737-82.6% | $2,471-80.8% |
| Participant deferral / active EE | $812 | $2,768-70.7% | $3,709-78.1% | $3,740-78.3% |
| Admin fee / account holder | $4,579 | $2,878+59.1% | $3,845+19.1% | $5,306-13.7% |