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 | $38,090 | $95,971-60.3% | $74,550-48.9% | $135,375-71.9% |
| Participation rate | 52.6% | 75.7%-23.0pp | 69.1%-16.5pp | 82.6%-30.0pp |
| Annual return | -9.59% | 56.96%-66.6pp | 32.53%-42.1pp | 519.73%-529.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,990 | $3,843-22.2% | $3,108-3.8% | $5,609-46.7% |
| Admin fee / account holder | $3,600 | $6,522-44.8% | $5,060-28.9% | $10,827-66.8% |