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 | $25,261 | $77,634-67.5% | $156,549-83.9% | $62,891-59.8% |
| Participation rate | 61.1% | 71.2%-10.1pp | 84.0%-22.9pp | 69.3%-8.2pp |
| Annual return | 2.49% | 50.32%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $3,028 | $3,444-12.1% | $5,501-45.0% | $2,281+32.8% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,831 | $5,561-13.1% | $13,027-62.9% | $4,296+12.5% |