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 | $46,067 | $63,355-27.3% | $91,989-49.9% | $72,985-36.9% |
| Participation rate | 63.6% | 72.5%-8.9pp | 78.6%-15.0pp | 69.5%-5.8pp |
| Annual return | 1.01% | 35.35%-34.3pp | 69.02%-68.0pp | 81.00%-80.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,398 | $4,883-30.4% | $5,923-42.6% | $3,607-5.8% |
| Admin fee / account holder | $3,330 | $4,668-28.7% | $7,743-57.0% | $5,124-35.0% |