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 | $54,157 | $183,963-70.6% | $162,163-66.6% | $152,861-64.6% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.6%-23.3pp | 82.4%-18.2pp |
| Annual return | 11.68% | 150.76%-139.1pp | 115.59%-103.9pp | 345.32%-333.6pp |
| Employer contribution / active EE | $1,490 | $6,371-76.6% | $5,614-73.5% | $4,762-68.7% |
| Participant deferral / active EE | $2,227 | $8,034-72.3% | $7,298-69.5% | $5,850-61.9% |
| Admin fee / account holder | $8,657 | $13,121-34.0% | $10,843-20.2% | $11,596-25.3% |