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 | $102,413 | $91,760+11.6% | $156,181-34.4% | $67,986+50.6% |
| Participation rate | 31.9% | 65.0%-33.1pp | 78.8%-46.9pp | 57.2%-25.3pp |
| Annual return | 12.35% | 18.14%-5.8pp | 64.87%-52.5pp | 31.67%-19.3pp |
| Employer contribution / active EE | $803 | $2,419-66.8% | $4,294-81.3% | $2,019-60.2% |
| Participant deferral / active EE | $1,349 | $3,960-65.9% | $6,132-78.0% | $3,358-59.8% |
| Admin fee / account holder | $4,722 | $3,949+19.6% | $14,586-67.6% | $3,203+47.4% |