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 | $97,908 | $80,673+21.4% | $101,326-3.4% | $84,808+15.4% |
| Participation rate | 40.6% | 77.8%-37.2pp | 81.5%-40.9pp | 68.3%-27.7pp |
| Annual return | 14.10% | 38.95%-24.9pp | 36.82%-22.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,793 | $6,840-59.2% | $7,994-65.1% | $4,212-33.7% |
| Admin fee / account holder | $1,720 | $12,784-86.5% | $11,185-84.6% | $7,344-76.6% |