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 | $68,489 | $110,094-37.8% | $151,611-54.8% | $68,4940% |
| Participation rate | 63.6% | 84.0%-20.3pp | 87.5%-23.9pp | 67.9%-4.3pp |
| Annual return | -20.00% | -10.12%-9.9pp | 3.33%-23.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,218 | $6,527+87.2% | $8,363+46.1% | $4,027+203.4% |
| Admin fee / account holder | $2,720 | $7,719-64.8% | $11,616-76.6% | $5,403-49.7% |