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 | $31,354 | $53,127-41.0% | $86,590-63.8% | $70,131-55.3% |
| Participation rate | 35.1% | 65.3%-30.2pp | 73.5%-38.5pp | 69.5%-34.5pp |
| Annual return | 1.71% | 27.66%-26.0pp | 964.84%-963.1pp | 73.14%-71.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,529 | $2,696+142.2% | $3,609+80.9% | $3,332+96.0% |
| Admin fee / account holder | $7,790 | $3,585+117.3% | $4,906+58.8% | $4,645+67.7% |