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 | $29,481 | $72,404-59.3% | $110,238-73.3% | $64,186-54.1% |
| Participation rate | 67.3% | 73.3%-6.1pp | 79.8%-12.5pp | 69.6%-2.3pp |
| Annual return | -7.82% | -6.29%-1.5pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $118 | $2,282-94.8% | $3,826-96.9% | $2,381-95.0% |
| Participant deferral / active EE | $1,681 | $3,469-51.5% | $4,672-64.0% | $3,470-51.5% |
| Admin fee / account holder | $1,215 | $5,664-78.6% | $8,547-85.8% | $4,888-75.1% |