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 | $63,146 | $165,984-62.0% | $164,813-61.7% | $145,922-56.7% |
| Participation rate | 9.1% | 82.0%-72.9pp | 78.6%-69.5pp | 80.3%-71.2pp |
| Annual return | 6.14% | 100.03%-93.9pp | 69.93%-63.8pp | 561.29%-555.1pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $148 | $6,959-97.9% | $6,031-97.6% | $6,688-97.8% |
| Admin fee / account holder | $13,723 | $16,648-17.6% | $12,690+8.1% | $13,397+2.4% |