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 | $106,939 | $88,083+21.4% | $164,813-35.1% | $74,495+43.6% |
| Participation rate | 45.2% | 73.0%-27.8pp | 78.6%-33.4pp | 67.2%-22.0pp |
| Annual return | 9.31% | 17.26%-8.0pp | 69.93%-60.6pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $942 | $2,593-63.7% | $4,341-78.3% | $2,623-64.1% |
| Participant deferral / active EE | $1,746 | $4,498-61.2% | $6,031-71.0% | $4,346-59.8% |
| Admin fee / account holder | $3,284 | $2,234+47.0% | $12,690-74.1% | $1,942+69.1% |