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 | $83,314 | $65,041+28.1% | $90,951-8.4% | $79,858+4.3% |
| Participation rate | 47.2% | 61.6%-14.4pp | 69.0%-21.8pp | 69.6%-22.4pp |
| Annual return | 5.05% | 30.45%-25.4pp | 134.60%-129.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,699 | $2,512+7.4% | $3,373-20.0% | $3,740-27.8% |
| Admin fee / account holder | $882 | $4,536-80.6% | $5,959-85.2% | $5,306-83.4% |