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 | $227,012 | $80,673+181.4% | $101,326+124.0% | $84,808+167.7% |
| Participation rate | 39.3% | 77.8%-38.5pp | 81.5%-42.2pp | 68.3%-29.0pp |
| Annual return | 10.93% | 38.95%-28.0pp | 36.82%-25.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $363 | $2,698-86.5% | $3,665-90.1% | $2,631-86.2% |
| Participant deferral / active EE | $2,787 | $6,840-59.3% | $7,994-65.1% | $4,212-33.8% |
| Admin fee / account holder | $74,882 | $12,784+485.7% | $11,185+569.5% | $7,344+919.7% |