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 | $45,103 | $76,050-40.7% | $96,544-53.3% | $71,457-36.9% |
| Participation rate | 56.2% | 74.4%-18.2pp | 76.0%-19.8pp | 67.9%-11.7pp |
| Annual return | 13.23% | 22.81%-9.6pp | 25.84%-12.6pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,286 | $2,244-42.7% | $2,965-56.6% | $2,588-50.3% |
| Participant deferral / active EE | $2,081 | $4,215-50.6% | $4,851-57.1% | $4,289-51.5% |
| Admin fee / account holder | $4,111 | $2,707+51.9% | $8,252-50.2% | $1,587+159.0% |