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 | $21,852 | $77,899-71.9% | $149,673-85.4% | $75,163-70.9% |
| Participation rate | 32.1% | 65.6%-33.5pp | 78.8%-46.7pp | 67.2%-35.1pp |
| Annual return | 10.93% | 31.72%-20.8pp | 134.42%-123.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $205 | $3,137-93.5% | $4,818-95.8% | $2,670-92.3% |
| Participant deferral / active EE | $1,176 | $3,411-65.5% | $5,680-79.3% | $4,125-71.5% |
| Admin fee / account holder | $7,724 | $5,956+29.7% | $13,210-41.5% | $5,651+36.7% |