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 | $106,752 | $38,967+174.0% | $86,233+23.8% | $79,634+34.1% |
| Participation rate | 1.9% | 34.1%-32.2pp | 69.0%-67.1pp | 62.5%-60.6pp |
| Annual return | 13.15% | 49.90%-36.8pp | 61.39%-48.2pp | 36.46%-23.3pp |
| Employer contribution / active EE | $15 | $868-98.2% | $2,504-99.4% | $2,529-99.4% |
| Participant deferral / active EE | $186 | $1,663-88.8% | $4,559-95.9% | $3,835-95.1% |
| Admin fee / account holder | $871 | $2,660-67.3% | $8,342-89.6% | $1,002-13.0% |