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 | $94,233 | $81,460+15.7% | $103,333-8.8% | $80,856+16.5% |
| Participation rate | 41.8% | 66.8%-25.0pp | 74.5%-32.7pp | 67.6%-25.8pp |
| Annual return | 8.52% | 25.55%-17.0pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,024 | $3,105-67.0% | $3,868-73.5% | $2,755-62.8% |
| Participant deferral / active EE | $1,489 | $3,869-61.5% | $5,057-70.6% | $4,296-65.3% |
| Admin fee / account holder | $2,255 | $6,566-65.7% | $8,355-73.0% | $6,918-67.4% |