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 | $44,498 | $159,934-72.2% | $147,005-69.7% | $145,959-69.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 4.39% | 98.24%-93.9pp | 418.76%-414.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,052 | $5,287-80.1% | $4,934-78.7% | $4,661-77.4% |
| Participant deferral / active EE | $1,258 | $8,427-85.1% | $8,070-84.4% | $6,689-81.2% |
| Admin fee / account holder | $69,863 | $15,053+364.1% | $13,006+437.2% | $13,398+421.5% |