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 | $32,351 | $77,634-58.3% | $156,549-79.3% | $62,891-48.6% |
| Participation rate | 23.3% | 71.2%-47.9pp | 84.0%-60.7pp | 69.3%-46.0pp |
| Annual return | -1.09% | 50.32%-51.4pp | 32.23%-33.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $481 | $3,444-86.0% | $5,501-91.3% | $2,281-78.9% |
| Participant deferral / active EE | $178 | $3,045-94.2% | $4,871-96.4% | $3,203-94.5% |
| Admin fee / account holder | $1,524 | $5,561-72.6% | $13,027-88.3% | $4,296-64.5% |