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 | $66,830 | $100,041-33.2% | $149,718-55.4% | $70,131-4.7% |
| Participation rate | 69.0% | 83.6%-14.6pp | 87.1%-18.1pp | 69.5%-0.6pp |
| Annual return | 10.77% | 27.43%-16.7pp | 1501.63%-1490.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,548 | $3,662-57.7% | $5,445-71.6% | $2,342-33.9% |
| Participant deferral / active EE | $2,305 | $4,983-53.7% | $6,569-64.9% | $3,332-30.8% |
| Admin fee / account holder | $1,903 | $8,286-77.0% | $11,283-83.1% | $4,645-59.0% |