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 | $125,271 | $78,422+59.7% | $95,952+30.6% | $79,858+56.9% |
| Participation rate | 16.3% | 73.5%-57.2pp | 77.1%-60.8pp | 69.6%-53.3pp |
| Annual return | 9.58% | 19.37%-9.8pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $689 | $1,945-64.6% | $2,541-72.9% | $2,471-72.1% |
| Participant deferral / active EE | $1,287 | $3,440-62.6% | $4,167-69.1% | $3,740-65.6% |
| Admin fee / account holder | $13,807 | $5,622+145.6% | $6,795+103.2% | $5,306+160.2% |