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 9-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 | $208,284 | $175,202+18.9% | $149,673+39.2% | $139,434+49.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 10.61% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,328 | $5,474-75.7% | $4,818-72.4% | $4,751-72.0% |
| Participant deferral / active EE | $1,713 | $6,519-73.7% | $5,680-69.8% | $6,710-74.5% |
| Admin fee / account holder | $9,167 | $16,150-43.2% | $13,210-30.6% | $11,403-19.6% |