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 | $15,810 | $67,894-76.7% | $89,340-82.3% | $82,448-80.8% |
| Participation rate | 59.6% | 64.0%-4.5pp | 69.6%-10.0pp | 68.1%-8.5pp |
| Annual return | 10.81% | 19.21%-8.4pp | 20.57%-9.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $637 | $3,072-79.3% | $3,823-83.3% | $4,139-84.6% |
| Admin fee / account holder | $3,030 | $5,723-47.1% | $6,704-54.8% | $7,234-58.1% |