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 | $107,389 | $108,549-1.1% | $156,263-31.3% | $85,563+25.5% |
| Participation rate | 17.2% | 77.1%-59.9pp | 78.9%-61.7pp | 66.0%-48.8pp |
| Annual return | 12.65% | 21.79%-9.1pp | 59.47%-46.8pp | 31.51%-18.9pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $682 | $4,800-85.8% | $6,158-88.9% | $4,375-84.4% |
| Admin fee / account holder | $5,532 | $650+751.3% | $14,255-61.2% | $834+563.1% |