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 | $125,637 | $76,050+65.2% | $96,544+30.1% | $71,457+75.8% |
| Participation rate | 34.5% | 74.4%-39.9pp | 76.0%-41.5pp | 67.9%-33.4pp |
| Annual return | 12.17% | 22.81%-10.6pp | 25.84%-13.7pp | 28.85%-16.7pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,212 | $4,215-71.2% | $4,851-75.0% | $4,289-71.7% |
| Admin fee / account holder | $15,996 | $2,707+490.9% | $8,252+93.8% | $1,587+907.7% |