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.
Employer 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 | $112,780 | $117,983-4.4% | $101,794+10.8% | $142,382-20.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 3.82% | 36.92%-33.1pp | 30.53%-26.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $169 | $2,773-93.9% | $2,289-92.6% | $4,299-96.1% |
| Participant deferral / active EE | $1,934 | $4,714-59.0% | $4,084-52.7% | $6,507-70.3% |
| Admin fee / account holder | $8,517 | $10,433-18.4% | $8,777-3.0% | $12,624-32.5% |