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 | $176,011 | $185,822-5.3% | $169,993+3.5% | $139,434+26.2% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 5.10% | 60.50%-55.4pp | 53.37%-48.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,820 | $7,590-76.0% | $6,785-73.2% | $4,751-61.7% |
| Participant deferral / active EE | $1,300 | $11,622-88.8% | $10,408-87.5% | $6,710-80.6% |
| Admin fee / account holder | $1,635,434 | $15,381+10533.1% | $12,815+12661.7% | $11,403+14242.8% |