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 | $45,265 | $51,620-12.3% | $90,281-49.9% | $65,185-30.6% |
| Participation rate | 47.6% | 68.6%-21.1pp | 73.3%-25.7pp | 70.2%-22.6pp |
| Annual return | 2.37% | 24.94%-22.6pp | 78.10%-75.7pp | 29.38%-27.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $317 | $2,871-89.0% | $3,885-91.9% | $3,514-91.0% |
| Admin fee / account holder | $5,241 | $384+1263.8% | $5,351-2.1% | $847+518.7% |