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 | $63,652 | $51,576+23.4% | $129,207-50.7% | $80,856-21.3% |
| Participation rate | 5.6% | 57.0%-51.4pp | 69.6%-64.1pp | 67.6%-62.1pp |
| Annual return | 6.19% | 20.81%-14.6pp | 9417.33%-9411.1pp | 35.59%-29.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $120 | $2,669-95.5% | $4,168-97.1% | $4,296-97.2% |
| Admin fee / account holder | $4,238 | $4,305-1.6% | $7,715-45.1% | $6,918-38.7% |