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 | $126,218 | $165,984-24.0% | $164,813-23.4% | $145,922-13.5% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.6%-15.4pp | 80.3%-17.1pp |
| Annual return | 7.19% | 100.03%-92.8pp | 69.93%-62.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,902 | $6,959-72.7% | $6,031-68.5% | $6,688-71.6% |
| Admin fee / account holder | $2,277 | $16,648-86.3% | $12,690-82.1% | $13,397-83.0% |