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 | $135,416 | $127,264+6.4% | $109,895+23.2% | $167,490-19.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.2%-18.7pp | 82.1%-26.5pp |
| Annual return | 3.60% | 22.97%-19.4pp | 29.45%-25.9pp | 478.56%-475.0pp |
| Employer contribution / active EE | $7,270 | $3,322+118.8% | $2,842+155.8% | $4,837+50.3% |
| Participant deferral / active EE | $766 | $4,514-83.0% | $4,048-81.1% | $6,341-87.9% |
| Admin fee / account holder | $777 | $7,114-89.1% | $6,066-87.2% | $12,309-93.7% |