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 | $112,510 | $94,529+19.0% | $140,016-19.6% | $64,186+75.3% |
| Participation rate | 27.9% | 84.1%-56.2pp | 87.5%-59.6pp | 69.6%-41.7pp |
| Annual return | -8.96% | 7.77%-16.7pp | 651.12%-660.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $813 | $3,812-78.7% | $5,606-85.5% | $2,381-65.9% |
| Participant deferral / active EE | $2,943 | $5,250-43.9% | $6,927-57.5% | $3,470-15.2% |
| Admin fee / account holder | $715 | $6,741-89.4% | $10,705-93.3% | $4,888-85.4% |