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 | $47,116 | $73,004-35.5% | $90,749-48.1% | $68,494-31.2% |
| Participation rate | 53.7% | 70.8%-17.2pp | 75.7%-22.0pp | 67.9%-14.2pp |
| Annual return | -20.84% | -13.81%-7.0pp | -12.16%-8.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $486 | $2,193-77.8% | $2,921-83.4% | $2,596-81.3% |
| Participant deferral / active EE | $1,843 | $3,627-49.2% | $4,564-59.6% | $4,027-54.2% |
| Admin fee / account holder | $2,296 | $5,896-61.1% | $8,445-72.8% | $5,403-57.5% |