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 | $26,261 | $46,869-44.0% | $122,332-78.5% | $70,131-62.6% |
| Participation rate | 21.1% | 58.2%-37.1pp | 71.6%-50.6pp | 69.5%-48.5pp |
| Annual return | 10.64% | 24.22%-13.6pp | 30.27%-19.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $286 | $1,288-77.8% | $4,050-92.9% | $2,342-87.8% |
| Participant deferral / active EE | $643 | $2,166-70.3% | $3,287-80.4% | $3,332-80.7% |
| Admin fee / account holder | $4,442 | $3,322+33.7% | $5,478-18.9% | $4,645-4.4% |