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 | $35,319 | $183,963-80.8% | $162,163-78.2% | $152,861-76.9% |
| Participation rate | 63.2% | 88.5%-25.3pp | 87.6%-24.4pp | 82.4%-19.3pp |
| Annual return | 4.04% | 150.76%-146.7pp | 115.59%-111.6pp | 345.32%-341.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,877 | $8,034-76.6% | $7,298-74.3% | $5,850-67.9% |
| Admin fee / account holder | $380 | $13,121-97.1% | $10,843-96.5% | $11,596-96.7% |