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 | $58,825 | $49,173+19.6% | $121,098-51.4% | $75,163-21.7% |
| Participation rate | 27.3% | 55.4%-28.1pp | 69.5%-42.2pp | 67.2%-39.9pp |
| Annual return | 12.16% | 55.99%-43.8pp | 985.75%-973.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,340 | $2,628-49.0% | $4,080-67.2% | $4,125-67.5% |
| Admin fee / account holder | $1,185 | $3,942-69.9% | $5,644-79.0% | $5,651-79.0% |