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 | $81,427 | $101,618-19.9% | $93,063-12.5% | $137,256-40.7% |
| Participation rate | 64.7% | 74.9%-10.2pp | 72.1%-7.4pp | 80.0%-15.3pp |
| Annual return | 3.80% | 223.95%-220.1pp | 34.15%-30.4pp | 220.34%-216.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,144 | $4,279-73.3% | $3,958-71.1% | $6,407-82.1% |
| Admin fee / account holder | $44,694 | $6,198+621.0% | $6,033+640.8% | $12,270+264.2% |