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 | $16,806 | $39,122-57.0% | $57,179-70.6% | $62,891-73.3% |
| Participation rate | 40.9% | 70.5%-29.6pp | 75.3%-34.4pp | 69.3%-28.4pp |
| Annual return | -1.26% | 9.23%-10.5pp | 14.59%-15.9pp | 20.14%-21.4pp |
| Employer contribution / active EE | $434 | $1,874-76.8% | $2,682-83.8% | $2,281-81.0% |
| Participant deferral / active EE | $642 | $2,374-72.9% | $3,096-79.3% | $3,203-79.9% |
| Admin fee / account holder | $504 | $2,592-80.5% | $3,139-83.9% | $4,296-88.3% |