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 | $73,518 | $81,248-9.5% | $155,509-52.7% | $80,856-9.1% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.6%-5.9pp |
| Annual return | 8.55% | 33.31%-24.8pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $12 | $3,100-99.6% | $4,672-99.7% | $2,755-99.6% |
| Participant deferral / active EE | $2,676 | $3,452-22.5% | $5,626-52.4% | $4,296-37.7% |
| Admin fee / account holder | $2,818 | $7,997-64.8% | $15,912-82.3% | $6,918-59.3% |