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 | $171,672 | $78,422+118.9% | $95,952+78.9% | $79,858+115.0% |
| Participation rate | 56.1% | 73.5%-17.3pp | 77.1%-20.9pp | 69.6%-13.5pp |
| Annual return | 7.93% | 19.37%-11.4pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,426 | $3,440+57.7% | $4,167+30.2% | $3,740+45.1% |
| Admin fee / account holder | $9,502 | $5,622+69.0% | $6,795+39.8% | $5,306+79.1% |