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 | $23,414 | $165,984-85.9% | $164,813-85.8% | $145,922-84.0% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 5.94% | 100.03%-94.1pp | 69.93%-64.0pp | 561.29%-555.3pp |
| Employer contribution / active EE | $3,529 | $5,273-33.1% | $4,341-18.7% | $4,660-24.3% |
| Participant deferral / active EE | $523 | $6,959-92.5% | $6,031-91.3% | $6,688-92.2% |
| Admin fee / account holder | $18,053 | $16,648+8.4% | $12,690+42.3% | $13,397+34.8% |