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 3-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 | $35,149 | $92,985-62.2% | $153,485-77.1% | $80,856-56.5% |
| Participation rate | 39.7% | 69.0%-29.2pp | 77.1%-37.3pp | 67.6%-27.9pp |
| Annual return | 9.14% | 19.95%-10.8pp | 15.65%-6.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,272 | $3,507-63.7% | $5,039-74.7% | $2,755-53.8% |
| Participant deferral / active EE | $1,849 | $5,178-64.3% | $6,757-72.6% | $4,296-57.0% |
| Admin fee / account holder | $5,311 | $8,880-40.2% | $12,724-58.3% | $6,918-23.2% |