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 | $30,266 | $159,602-81.0% | $150,045-79.8% | $142,382-78.7% |
| Participation rate | 18.8% | 84.0%-65.2pp | 82.3%-63.6pp | 80.1%-61.4pp |
| Annual return | 5.03% | 70.24%-65.2pp | 62.55%-57.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $443 | $8,310-94.7% | $7,997-94.5% | $6,507-93.2% |
| Admin fee / account holder | $8,250 | $14,846-44.4% | $13,435-38.6% | $12,624-34.6% |