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 | $14,871 | $48,076-69.1% | $78,689-81.1% | $62,891-76.4% |
| Participation rate | 26.8% | 65.2%-38.4pp | 73.6%-46.7pp | 69.3%-42.5pp |
| Annual return | 4.36% | 31.35%-27.0pp | 62.18%-57.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $276 | $2,015-86.3% | $2,851-90.3% | $2,281-87.9% |
| Participant deferral / active EE | $612 | $2,588-76.3% | $3,517-82.6% | $3,203-80.9% |
| Admin fee / account holder | $543 | $3,207-83.1% | $4,510-88.0% | $4,296-87.4% |