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 | $82,294 | $177,572-53.7% | $154,803-46.8% | $142,382-42.2% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 2.36% | 65.07%-62.7pp | 58.88%-56.5pp | 217.08%-214.7pp |
| Employer contribution / active EE | $1,053 | $4,810-78.1% | $4,305-75.5% | $4,299-75.5% |
| Participant deferral / active EE | $1,521 | $6,272-75.7% | $5,540-72.5% | $6,507-76.6% |
| Admin fee / account holder | $10,376 | $16,786-38.2% | $14,329-27.6% | $12,624-17.8% |