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 | $86,536 | $99,985-13.5% | $146,665-41.0% | $85,850+0.8% |
| Participation rate | 46.9% | 73.1%-26.2pp | 80.1%-33.2pp | 69.3%-22.4pp |
| Annual return | 7.58% | 18.93%-11.3pp | 22.74%-15.2pp | 318.53%-310.9pp |
| Employer contribution / active EE | $414 | $2,559-83.8% | $4,136-90.0% | $2,565-83.9% |
| Participant deferral / active EE | $3,313 | $4,006-17.3% | $5,506-39.8% | $3,952-16.2% |
| Admin fee / account holder | $6,179 | $7,702-19.8% | $10,280-39.9% | $6,260-1.3% |