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 | $76,282 | $109,881-30.6% | $150,045-49.2% | $84,808-10.1% |
| Participation rate | 47.0% | 76.1%-29.1pp | 82.3%-35.4pp | 68.3%-21.3pp |
| Annual return | 13.31% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $280 | $3,561-92.1% | $4,693-94.0% | $2,631-89.4% |
| Participant deferral / active EE | $3,137 | $6,636-52.7% | $7,997-60.8% | $4,212-25.5% |
| Admin fee / account holder | $39,206 | $8,568+357.6% | $13,435+191.8% | $7,344+433.9% |