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 | $190,255 | $159,901+19.0% | $146,958+29.5% | $145,922+30.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 7.37% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $352 | $5,286-93.3% | $4,933-92.9% | $4,660-92.4% |
| Participant deferral / active EE | $4,366 | $8,428-48.2% | $8,070-45.9% | $6,688-34.7% |
| Admin fee / account holder | $24,344 | $15,044+61.8% | $12,998+87.3% | $13,397+81.7% |