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 | $49,782 | $138,347-64.0% | $184,203-73.0% | $80,856-38.4% |
| Participation rate | 68.6% | 83.9%-15.3pp | 86.8%-18.2pp | 67.6%+0.9pp |
| Annual return | 10.45% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,759 | $7,071-75.1% | $9,131-80.7% | $4,296-59.1% |
| Admin fee / account holder | $1,829 | $10,483-82.6% | $13,901-86.8% | $6,918-73.6% |