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 | $51,732 | $127,065-59.3% | $113,168-54.3% | $142,382-63.7% |
| Participation rate | 14.3% | 79.2%-64.9pp | 76.6%-62.3pp | 80.1%-65.8pp |
| Annual return | 8.21% | 24.03%-15.8pp | 24.27%-16.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $105 | $5,716-98.2% | $5,107-98.0% | $6,507-98.4% |
| Admin fee / account holder | $11,870 | $15,736-24.6% | $12,068-1.6% | $12,624-6.0% |