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 | $16,691 | $77,899-78.6% | $149,673-88.8% | $75,163-77.8% |
| Participation rate | 68.3% | 65.6%+2.8pp | 78.8%-10.4pp | 67.2%+1.1pp |
| Annual return | 12.31% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $987 | $3,137-68.5% | $4,818-79.5% | $2,670-63.0% |
| Participant deferral / active EE | $746 | $3,411-78.1% | $5,680-86.9% | $4,125-81.9% |
| Admin fee / account holder | $2,725 | $5,956-54.2% | $13,210-79.4% | $5,651-51.8% |