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 | $38,381 | $150,440-74.5% | $136,294-71.8% | $147,584-74.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 4.79% | 1049.08%-1044.3pp | 5155.94%-5151.2pp | 578.55%-573.8pp |
| Employer contribution / active EE | $422 | $5,256-92.0% | $4,695-91.0% | $4,876-91.4% |
| Participant deferral / active EE | $4,242 | $6,630-36.0% | $6,247-32.1% | $5,439-22.0% |
| Admin fee / account holder | $8,266 | $10,905-24.2% | $9,243-10.6% | $10,885-24.1% |