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 | $59,245 | $209,411-71.7% | $178,490-66.8% | $158,922-62.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 3.34% | 188.75%-185.4pp | 151.07%-147.7pp | 302.83%-299.5pp |
| Employer contribution / active EE | $1,101 | $5,706-80.7% | $5,011-78.0% | $4,761-76.9% |
| Participant deferral / active EE | $2,942 | $5,954-50.6% | $5,202-43.4% | $5,982-50.8% |
| Admin fee / account holder | $76,114 | $17,074+345.8% | $13,984+444.3% | $11,246+576.8% |