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 | $18,946 | $48,230-60.7% | $67,502-71.9% | $80,856-76.6% |
| Participation rate | 51.7% | 66.4%-14.6pp | 72.9%-21.1pp | 67.6%-15.9pp |
| Annual return | 8.82% | 18.28%-9.5pp | 3512.12%-3503.3pp | 35.59%-26.8pp |
| Employer contribution / active EE | $495 | $2,020-75.5% | $2,731-81.9% | $2,755-82.0% |
| Participant deferral / active EE | $685 | $2,924-76.6% | $4,000-82.9% | $4,296-84.1% |
| Admin fee / account holder | $4,296 | $3,681+16.7% | $3,998+7.5% | $6,918-37.9% |