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 | $30,815 | $77,899-60.4% | $149,673-79.4% | $75,163-59.0% |
| Participation rate | 28.3% | 65.6%-37.3pp | 78.8%-50.5pp | 67.2%-38.9pp |
| Annual return | 11.20% | 31.72%-20.5pp | 134.42%-123.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $718 | $3,137-77.1% | $4,818-85.1% | $2,670-73.1% |
| Participant deferral / active EE | $836 | $3,411-75.5% | $5,680-85.3% | $4,125-79.7% |
| Admin fee / account holder | $6,861 | $5,956+15.2% | $13,210-48.1% | $5,651+21.4% |