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 | $67,894-46.6% | $89,340-59.4% | $82,448-56.0% |
| Participation rate | 23.2% | 64.0%-40.9pp | 69.6%-46.4pp | 68.1%-44.9pp |
| Annual return | 11.03% | 19.21%-8.2pp | 20.57%-9.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,151 | $3,072-62.5% | $3,823-69.9% | $4,139-72.2% |
| Admin fee / account holder | $14,094 | $5,723+146.3% | $6,704+110.2% | $7,234+94.8% |