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 | $66,431 | $70,428-5.7% | $96,562-31.2% | $85,850-22.6% |
| Participation rate | 56.0% | 61.8%-5.8pp | 69.8%-13.8pp | 69.3%-13.3pp |
| Annual return | 5.41% | 18.59%-13.2pp | 37.78%-32.4pp | 318.53%-313.1pp |
| Employer contribution / active EE | $702 | $1,413-50.3% | $2,356-70.2% | $2,565-72.6% |
| Participant deferral / active EE | $835 | $2,894-71.1% | $3,849-78.3% | $3,952-78.9% |
| Admin fee / account holder | $2,291 | $4,997-54.1% | $6,181-62.9% | $6,260-63.4% |