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 | $21,373 | $96,635-77.9% | $86,612-75.3% | $139,434-84.7% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 6.80% | 106.41%-99.6pp | 591.07%-584.3pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,459 | $3,263-55.3% | $3,022-51.7% | $4,751-69.3% |
| Participant deferral / active EE | $144 | $4,836-97.0% | $4,438-96.8% | $6,710-97.9% |
| Admin fee / account holder | $1,537 | $6,408-76.0% | $5,614-72.6% | $11,403-86.5% |