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 | $107,921 | $209,832-48.6% | $189,513-43.1% | $167,490-35.6% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 4.34% | 748.27%-743.9pp | 555.15%-550.8pp | 478.56%-474.2pp |
| Employer contribution / active EE | $2,246 | $6,914-67.5% | $6,162-63.5% | $4,837-53.6% |
| Participant deferral / active EE | $2,246 | $8,935-74.9% | $8,221-72.7% | $6,341-64.6% |
| Admin fee / account holder | $4,220 | $14,293-70.5% | $12,045-65.0% | $12,309-65.7% |