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 | $67,375 | $80,673-16.5% | $101,326-33.5% | $84,808-20.6% |
| Participation rate | 44.8% | 77.8%-33.0pp | 81.5%-36.7pp | 68.3%-23.5pp |
| Annual return | 13.78% | 38.95%-25.2pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $465 | $2,698-82.8% | $3,665-87.3% | $2,631-82.3% |
| Participant deferral / active EE | $643 | $6,840-90.6% | $7,994-92.0% | $4,212-84.7% |
| Admin fee / account holder | $1,987 | $12,784-84.5% | $11,185-82.2% | $7,344-72.9% |