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 | $241,109 | $64,707+272.6% | $112,228+114.8% | $68,494+252.0% |
| Participation rate | 8.6% | 67.2%-58.6pp | 75.1%-66.5pp | 67.9%-59.3pp |
| Annual return | -24.35% | -11.40%-12.9pp | 27.45%-51.8pp | -7.84%-16.5pp |
| Employer contribution / active EE | $358 | $2,746-87.0% | $3,635-90.2% | $2,596-86.2% |
| Participant deferral / active EE | $2,231 | $3,565-37.4% | $4,728-52.8% | $4,027-44.6% |
| Admin fee / account holder | $6,564 | $5,232+25.5% | $6,410+2.4% | $5,403+21.5% |