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 | $45,005 | $91,190-50.6% | $178,490-74.8% | $79,858-43.6% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 5.53% | 24.19%-18.7pp | 151.07%-145.5pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $911 | $3,236-71.8% | $5,202-82.5% | $3,740-75.6% |
| Admin fee / account holder | $3,263 | $6,751-51.7% | $13,984-76.7% | $5,306-38.5% |