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 | $91,953 | $137,414-33.1% | $189,513-51.5% | $85,850+7.1% |
| Participation rate | 68.9% | 84.6%-15.7pp | 87.8%-18.9pp | 69.3%-0.4pp |
| Annual return | 10.88% | 38.14%-27.3pp | 555.15%-544.3pp | 318.53%-307.7pp |
| Employer contribution / active EE | $11,565 | $4,344+166.2% | $6,162+87.7% | $2,565+350.9% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $76,008 | $8,630+780.8% | $12,045+531.0% | $6,260+1114.2% |