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 | $124,425-58.4% | $112,040-53.8% | $137,256-62.3% |
| Participation rate | 14.3% | 79.3%-65.0pp | 76.5%-62.2pp | 80.0%-65.7pp |
| Annual return | 8.21% | 24.72%-16.5pp | 24.52%-16.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $105 | $5,718-98.2% | $5,098-97.9% | $6,407-98.4% |
| Admin fee / account holder | $11,870 | $15,207-21.9% | $12,098-1.9% | $12,270-3.3% |