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 | $65,717 | $70,669-7.0% | $169,368-61.2% | $75,163-12.6% |
| Participation rate | 57.7% | 64.8%-7.1pp | 77.1%-19.5pp | 67.2%-9.5pp |
| Annual return | 10.32% | 36.36%-26.0pp | 405.60%-395.3pp | 160.62%-150.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $844 | $4,311-80.4% | $6,221-86.4% | $4,125-79.5% |
| Admin fee / account holder | $8,020 | $5,402+48.5% | $9,003-10.9% | $5,651+41.9% |