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 | $66,941 | $72,277-7.4% | $101,248-33.9% | $79,858-16.2% |
| Participation rate | 68.5% | 68.5%0pp | 75.8%-7.3pp | 69.6%-1.1pp |
| Annual return | 9.10% | 22.30%-13.2pp | 46.47%-37.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $379 | $2,692-85.9% | $3,660-89.6% | $2,471-84.7% |
| Participant deferral / active EE | $3,075 | $3,282-6.3% | $4,370-29.6% | $3,740-17.8% |
| Admin fee / account holder | $3,120 | $4,400-29.1% | $5,945-47.5% | $5,306-41.2% |