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 | $92,189 | $86,929+6.1% | $102,423-10.0% | $80,856+14.0% |
| Participation rate | 9.7% | 72.4%-62.7pp | 76.5%-66.8pp | 67.6%-58.0pp |
| Annual return | 2.76% | 18.88%-16.1pp | 29.32%-26.6pp | 35.59%-32.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $108 | $4,118-97.4% | $5,053-97.9% | $4,296-97.5% |
| Admin fee / account holder | $1,783 | $8,049-77.8% | $9,451-81.1% | $6,918-74.2% |