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 | $26,087 | $60,124-56.6% | $90,404-71.1% | $79,858-67.3% |
| Participation rate | 22.4% | 65.0%-42.6pp | 72.7%-50.3pp | 69.6%-47.2pp |
| Annual return | 4.93% | 71.94%-67.0pp | 1293.02%-1288.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $559 | $2,068-73.0% | $3,262-82.9% | $2,471-77.4% |
| Participant deferral / active EE | $467 | $2,938-84.1% | $3,963-88.2% | $3,740-87.5% |
| Admin fee / account holder | $8,821 | $3,976+121.8% | $5,611+57.2% | $5,306+66.2% |