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 | $111,387 | $80,705+38.0% | $115,768-3.8% | $67,986+63.8% |
| Participation rate | 51.1% | 63.0%-11.8pp | 74.4%-23.2pp | 57.2%-6.1pp |
| Annual return | 11.33% | 18.49%-7.2pp | 100.46%-89.1pp | 31.67%-20.3pp |
| Employer contribution / active EE | $259 | $2,046-87.4% | $2,940-91.2% | $2,019-87.2% |
| Participant deferral / active EE | $2,585 | $3,559-27.4% | $4,917-47.4% | $3,358-23.0% |
| Admin fee / account holder | $4,087 | $4,135-1.2% | $12,439-67.1% | $3,203+27.6% |