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 | $67,402 | $181,894-62.9% | $156,549-56.9% | $273,961-75.4% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 0.64% | 30.74%-30.1pp | 32.23%-31.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $611 | $6,248-90.2% | $5,501-88.9% | $4,869-87.4% |
| Participant deferral / active EE | $2,283 | $5,550-58.9% | $4,871-53.1% | $5,287-56.8% |
| Admin fee / account holder | $27,713 | $15,559+78.1% | $13,027+112.7% | $10,132+173.5% |