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 | $69,165 | $86,929-20.4% | $102,423-32.5% | $80,856-14.5% |
| Participation rate | 69.6% | 72.4%-2.8pp | 76.5%-6.9pp | 67.6%+1.9pp |
| Annual return | 8.15% | 18.88%-10.7pp | 29.32%-21.2pp | 35.59%-27.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,045 | $4,118-50.3% | $5,053-59.5% | $4,296-52.4% |
| Admin fee / account holder | $10,373 | $8,049+28.9% | $9,451+9.8% | $6,918+49.9% |