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 | $70,790 | $85,766-17.5% | $136,294-48.1% | $70,131+0.9% |
| Participation rate | 23.1% | 74.2%-51.1pp | 81.9%-58.8pp | 69.5%-46.5pp |
| Annual return | 13.37% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $754 | $2,966-74.6% | $4,695-83.9% | $2,342-67.8% |
| Participant deferral / active EE | $1,619 | $5,051-67.9% | $6,247-74.1% | $3,332-51.4% |
| Admin fee / account holder | $5,649 | $5,420+4.2% | $9,243-38.9% | $4,645+21.6% |