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 | $79,807 | $82,978-3.8% | $129,995-38.6% | $71,457+11.7% |
| Participation rate | 15.2% | 74.1%-58.9pp | 78.5%-63.3pp | 67.9%-52.8pp |
| Annual return | 14.06% | 20.60%-6.5pp | -137.18%+151.2pp | 28.85%-14.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $519 | $4,432-88.3% | $5,820-91.1% | $4,289-87.9% |
| Admin fee / account holder | $2,069 | $1,729+19.7% | $10,614-80.5% | $1,587+30.4% |