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 | $43,462 | $68,346-36.4% | $94,646-54.1% | $75,163-42.2% |
| Participation rate | 51.9% | 76.1%-24.3pp | 80.8%-29.0pp | 67.2%-15.3pp |
| Annual return | 10.55% | 616.93%-606.4pp | 156.71%-146.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,324 | $6,537-79.7% | $7,418-82.2% | $4,125-67.9% |
| Admin fee / account holder | $25,258 | $5,326+374.3% | $7,231+249.3% | $5,651+347.0% |