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 | $113,806 | $110,257+3.2% | $96,544+17.9% | $139,434-18.4% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | -7.09% | 26.32%-33.4pp | 25.84%-32.9pp | 372.94%-380.0pp |
| Employer contribution / active EE | $845 | $3,620-76.7% | $2,965-71.5% | $4,751-82.2% |
| Participant deferral / active EE | $1,579 | $5,548-71.5% | $4,851-67.5% | $6,710-76.5% |
| Admin fee / account holder | $5,549 | $11,591-52.1% | $8,252-32.8% | $11,403-51.3% |