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 | $36,287 | $68,719-47.2% | $91,541-60.4% | $84,808-57.2% |
| Participation rate | 23.2% | 64.5%-41.3pp | 69.8%-46.6pp | 68.3%-45.1pp |
| Annual return | 11.03% | 19.12%-8.1pp | 20.50%-9.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,151 | $3,136-63.3% | $4,008-71.3% | $4,212-72.7% |
| Admin fee / account holder | $14,094 | $5,786+143.6% | $6,956+102.6% | $7,344+91.9% |