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 | $40,246 | $53,516-24.8% | $126,539-68.2% | $84,808-52.5% |
| Participation rate | 13.6% | 58.2%-44.6pp | 69.8%-56.2pp | 68.3%-54.7pp |
| Annual return | 13.05% | 58.34%-45.3pp | 425.95%-412.9pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $220 | $2,671-91.8% | $4,083-94.6% | $4,212-94.8% |
| Admin fee / account holder | $468 | $4,497-89.6% | $6,065-92.3% | $7,344-93.6% |