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 | $120,952 | $114,381+5.7% | $107,525+12.5% | $142,382-15.1% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 10.00% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $499 | $4,015-87.6% | $3,754-86.7% | $4,299-88.4% |
| Participant deferral / active EE | $3,853 | $5,564-30.7% | $5,116-24.7% | $6,507-40.8% |
| Admin fee / account holder | $4,307 | $9,860-56.3% | $8,919-51.7% | $12,624-65.9% |