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 | $54,801 | $95,416-42.6% | $185,823-70.5% | $85,850-36.2% |
| Participation rate | 12.9% | 68.8%-55.9pp | 81.7%-68.8pp | 69.3%-56.4pp |
| Annual return | 8.13% | 23.59%-15.5pp | 122.05%-113.9pp | 318.53%-310.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $976 | $3,423-71.5% | $5,568-82.5% | $3,952-75.3% |
| Admin fee / account holder | $665 | $7,213-90.8% | $16,237-95.9% | $6,260-89.4% |