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 | $56,863 | $70,475-19.3% | $100,516-43.4% | $79,858-28.8% |
| Participation rate | 57.5% | 73.7%-16.2pp | 79.4%-21.9pp | 69.6%-12.1pp |
| Annual return | 2.93% | 21.90%-19.0pp | 30.89%-28.0pp | 31.71%-28.8pp |
| Employer contribution / active EE | $821 | $2,165-62.1% | $3,418-76.0% | $2,471-66.8% |
| Participant deferral / active EE | $1,381 | $5,181-73.3% | $6,270-78.0% | $3,740-63.1% |
| Admin fee / account holder | $1,677 | $4,478-62.6% | $8,081-79.2% | $5,306-68.4% |