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 | $105,849 | $53,777+96.8% | $134,143-21.1% | $79,858+32.5% |
| Participation rate | 21.5% | 58.8%-37.2pp | 72.2%-50.6pp | 69.6%-48.1pp |
| Annual return | -18.99% | 19.01%-38.0pp | 36.33%-55.3pp | 31.71%-50.7pp |
| Employer contribution / active EE | $262 | $1,321-80.2% | $3,704-92.9% | $2,471-89.4% |
| Participant deferral / active EE | $608 | $2,420-74.9% | $3,499-82.6% | $3,740-83.8% |
| Admin fee / account holder | $1,197 | $3,984-70.0% | $6,684-82.1% | $5,306-77.4% |