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 | $75,496 | $165,335-54.3% | $149,696-49.6% | $158,922-52.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.12% | 348.15%-344.0pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $976 | $5,103-80.9% | $4,644-79.0% | $4,761-79.5% |
| Participant deferral / active EE | $1,481 | $7,181-79.4% | $6,842-78.4% | $5,982-75.2% |
| Admin fee / account holder | $770 | $10,807-92.9% | $9,309-91.7% | $11,246-93.2% |