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 | $71,409 | $43,723+63.3% | $121,196-41.1% | $64,186+11.3% |
| Participation rate | 43.3% | 58.3%-15.0pp | 71.7%-28.4pp | 69.6%-26.2pp |
| Annual return | -8.20% | 68.91%-77.1pp | 16.93%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,797 | $2,280+66.6% | $3,344+13.5% | $3,470+9.4% |
| Admin fee / account holder | $4,918 | $3,501+40.5% | $5,019-2.0% | $4,888+0.6% |