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 | $11,920 | $48,046-75.2% | $84,611-85.9% | $72,985-83.7% |
| Participation rate | 29.9% | 57.6%-27.7pp | 68.2%-38.4pp | 69.5%-39.6pp |
| Annual return | 15.11% | 37.38%-22.3pp | 258.74%-243.6pp | 81.00%-65.9pp |
| Employer contribution / active EE | $238 | $1,602-85.2% | $2,652-91.0% | $2,440-90.3% |
| Participant deferral / active EE | $472 | $2,680-82.4% | $3,899-87.9% | $3,607-86.9% |
| Admin fee / account holder | $1,011 | $3,395-70.2% | $4,912-79.4% | $5,124-80.3% |