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 | $70,876 | $71,883-1.4% | $86,677-18.2% | $68,494+3.5% |
| Participation rate | 42.4% | 72.2%-29.8pp | 76.6%-34.2pp | 67.9%-25.5pp |
| Annual return | -19.17% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $204 | $2,173-90.6% | $2,836-92.8% | $2,596-92.1% |
| Participant deferral / active EE | $2,325 | $3,779-38.5% | $4,656-50.1% | $4,027-42.3% |
| Admin fee / account holder | $26,141 | $6,112+327.7% | $7,493+248.9% | $5,403+383.8% |