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 | $103,820 | $60,022+73.0% | $88,946+16.7% | $84,808+22.4% |
| Participation rate | 33.8% | 57.8%-24.0pp | 68.8%-35.0pp | 68.3%-34.5pp |
| Annual return | 13.55% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,479 | $3,114-52.5% | $4,581-67.7% | $4,212-64.9% |
| Admin fee / account holder | $15,363 | $4,811+219.3% | $8,261+86.0% | $7,344+109.2% |