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 | $35,418 | $176,662-80.0% | $130,648-72.9% | $152,861-76.8% |
| Participation rate | 13.0% | 79.0%-65.9pp | 71.7%-58.7pp | 82.4%-69.4pp |
| Annual return | 2.88% | 2692.24%-2689.4pp | 1708.96%-1706.1pp | 345.32%-342.4pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,285 | $4,361-70.5% | $3,603-64.3% | $5,850-78.0% |
| Admin fee / account holder | $10,441 | $7,133+46.4% | $5,464+91.1% | $11,596-10.0% |