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 5-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 | $17,120 | $27,839-38.5% | $58,482-70.7% | $71,457-76.0% |
| Participation rate | 11.6% | 34.5%-22.9pp | 50.9%-39.2pp | 67.9%-56.3pp |
| Annual return | -1.41% | 26.81%-28.2pp | 4239.32%-4240.7pp | 28.85%-30.3pp |
| Employer contribution / active EE | $5 | $631-99.2% | $1,053-99.5% | $2,588-99.8% |
| Participant deferral / active EE | $772 | $1,206-36.0% | $1,924-59.9% | $4,289-82.0% |
| Admin fee / account holder | $4,401 | $1,641+168.3% | $2,516+74.9% | $1,587+177.3% |