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 | $66,299 | $59,417+11.6% | $93,606-29.2% | $74,495-11.0% |
| Participation rate | 27.3% | 59.7%-32.3pp | 68.7%-41.4pp | 67.2%-39.9pp |
| Annual return | 10.58% | 81.83%-71.2pp | 133.20%-122.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $699 | $1,264-44.7% | $2,420-71.1% | $2,623-73.4% |
| Participant deferral / active EE | $1,019 | $3,050-66.6% | $4,411-76.9% | $4,346-76.6% |
| Admin fee / account holder | $7,773 | $3,021+157.3% | $8,285-6.2% | $1,942+300.3% |