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 | $41,496 | $58,512-29.1% | $84,015-50.6% | $72,985-43.1% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 8.64% | 28.93%-20.3pp | 71.31%-62.7pp | 81.00%-72.4pp |
| Employer contribution / active EE | $260 | $1,163-77.6% | $1,983-86.9% | $2,440-89.3% |
| Participant deferral / active EE | $1,055 | $2,394-55.9% | $3,239-67.4% | $3,607-70.8% |
| Admin fee / account holder | $1,678 | $4,569-63.3% | $6,101-72.5% | $5,124-67.2% |