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 | $67,987 | $48,795+39.3% | $65,493+3.8% | $84,808-19.8% |
| Participation rate | 36.8% | 67.0%-30.1pp | 73.1%-36.3pp | 68.3%-31.5pp |
| Annual return | 10.77% | 20.20%-9.4pp | 982.45%-971.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $672 | $2,928-77.1% | $3,961-83.0% | $4,212-84.0% |
| Admin fee / account holder | $17,819 | $3,877+359.6% | $5,028+254.4% | $7,344+142.6% |