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 | $62,319 | $94,625-34.1% | $116,228-46.4% | $84,808-26.5% |
| Participation rate | 69.0% | 70.4%-1.5pp | 74.6%-5.6pp | 68.3%+0.7pp |
| Annual return | 12.02% | 20.40%-8.4pp | 90.06%-78.0pp | 40.90%-28.9pp |
| Employer contribution / active EE | $513 | $2,347-78.1% | $2,994-82.9% | $2,631-80.5% |
| Participant deferral / active EE | $3,510 | $3,972-11.6% | $4,953-29.1% | $4,212-16.7% |
| Admin fee / account holder | $7,359 | $10,091-27.1% | $11,989-38.6% | $7,344+0.2% |