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 | $89,538 | $80,968+10.6% | $96,544-7.3% | $75,163+19.1% |
| Participation rate | 52.9% | 71.8%-18.9pp | 76.0%-23.1pp | 67.2%-14.3pp |
| Annual return | 12.50% | 27.06%-14.6pp | 25.84%-13.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $539 | $2,282-76.4% | $2,965-81.8% | $2,670-79.8% |
| Participant deferral / active EE | $2,046 | $3,928-47.9% | $4,851-57.8% | $4,125-50.4% |
| Admin fee / account holder | $3,945 | $6,724-41.3% | $8,252-52.2% | $5,651-30.2% |