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 | $66,988 | $53,165+26.0% | $86,188-22.3% | $74,419-10.0% |
| Participation rate | 20.4% | 64.9%-44.5pp | 69.0%-48.6pp | 70.7%-50.4pp |
| Annual return | 12.05% | 22.64%-10.6pp | 1168.45%-1156.4pp | 34.38%-22.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,050 | $3,234-36.6% | $3,985-48.6% | $4,528-54.7% |
| Admin fee / account holder | $5,565 | $551+909.2% | $6,852-18.8% | $348+1499.8% |