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 | $28,445 | $91,190-68.8% | $178,490-84.1% | $79,858-64.4% |
| Participation rate | 35.0% | 69.2%-34.2pp | 81.9%-46.9pp | 69.6%-34.6pp |
| Annual return | 9.95% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $379 | $3,256-88.4% | $5,011-92.4% | $2,471-84.7% |
| Participant deferral / active EE | $668 | $3,236-79.4% | $5,202-87.2% | $3,740-82.1% |
| Admin fee / account holder | $1,249 | $6,751-81.5% | $13,984-91.1% | $5,306-76.5% |