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 | $54,034 | $210,648-74.3% | $177,989-69.6% | $145,922-63.0% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 7.55% | 385.86%-378.3pp | 294.48%-286.9pp | 561.29%-553.7pp |
| Employer contribution / active EE | $928 | $4,565-79.7% | $3,949-76.5% | $4,660-80.1% |
| Participant deferral / active EE | $1,226 | $6,958-82.4% | $6,276-80.5% | $6,688-81.7% |
| Admin fee / account holder | $849 | $12,013-92.9% | $10,363-91.8% | $13,397-93.7% |