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 | $54,525 | $56,972-4.3% | $182,532-70.1% | $65,185-16.4% |
| Participation rate | 20.2% | 66.5%-46.3pp | 78.0%-57.8pp | 70.2%-50.0pp |
| Annual return | 14.12% | 27.67%-13.5pp | 148.54%-134.4pp | 29.38%-15.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,032 | $3,526-70.7% | $5,524-81.3% | $3,514-70.6% |
| Admin fee / account holder | $64,797 | $528+12175.4% | $8,592+654.1% | $847+7549.4% |