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 | $73,504 | $102,966-28.6% | $90,281-18.6% | $152,861-51.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 5.97% | 95.16%-89.2pp | 78.10%-72.1pp | 345.32%-339.3pp |
| Employer contribution / active EE | $2,538 | $3,139-19.1% | $2,854-11.1% | $4,762-46.7% |
| Participant deferral / active EE | $567 | $4,281-86.8% | $3,885-85.4% | $5,850-90.3% |
| Admin fee / account holder | $519 | $6,171-91.6% | $5,351-90.3% | $11,596-95.5% |