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 | $62,503 | $67,411-7.3% | $91,001-31.3% | $70,131-10.9% |
| Participation rate | 60.6% | 71.4%-10.8pp | 75.6%-15.0pp | 69.5%-8.9pp |
| Annual return | 8.33% | -40.16%+48.5pp | 4.60%+3.7pp | 73.14%-64.8pp |
| Employer contribution / active EE | $196 | $1,786-89.0% | $2,456-92.0% | $2,342-91.6% |
| Participant deferral / active EE | $1,538 | $2,823-45.5% | $3,547-56.6% | $3,332-53.8% |
| Admin fee / account holder | $618 | $4,236-85.4% | $5,417-88.6% | $4,645-86.7% |