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 9-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 | $161,189 | $202,318-20.3% | $172,739-6.7% | $152,861+5.4% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 1.68% | 1029.65%-1028.0pp | 802.84%-801.2pp | 345.32%-343.6pp |
| Employer contribution / active EE | $500 | $5,856-91.5% | $5,143-90.3% | $4,762-89.5% |
| Participant deferral / active EE | $2,803 | $5,948-52.9% | $5,198-46.1% | $5,850-52.1% |
| Admin fee / account holder | $880 | $17,109-94.9% | $13,954-93.7% | $11,596-92.4% |