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 | $111,837 | $106,515+5.0% | $96,683+15.7% | $139,434-19.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | -1.75% | 38.43%-40.2pp | 35.69%-37.4pp | 372.94%-374.7pp |
| Employer contribution / active EE | $3,828 | $4,103-6.7% | $3,737+2.4% | $4,751-19.4% |
| Participant deferral / active EE | $256 | $5,454-95.3% | $4,878-94.7% | $6,710-96.2% |
| Admin fee / account holder | $7,083 | $7,877-10.1% | $6,730+5.3% | $11,403-37.9% |