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 | $47,476 | $76,000-37.5% | $154,107-69.2% | $64,186-26.0% |
| Participation rate | 68.6% | 70.4%-1.8pp | 83.0%-14.4pp | 69.6%-0.9pp |
| Annual return | -8.60% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $319 | $3,351-90.5% | $5,298-94.0% | $2,381-86.6% |
| Participant deferral / active EE | $6,384 | $3,175+101.1% | $5,081+25.6% | $3,470+84.0% |
| Admin fee / account holder | $3,079 | $5,596-45.0% | $13,411-77.0% | $4,888-37.0% |