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 | $55,133 | $88,360-37.6% | $145,433-62.1% | $67,986-18.9% |
| Participation rate | 17.9% | 65.5%-47.6pp | 82.1%-64.2pp | 57.2%-39.3pp |
| Annual return | 12.79% | 63.15%-50.4pp | 66.58%-53.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,190 | $5,932-63.1% | $7,897-72.3% | $3,358-34.8% |
| Admin fee / account holder | $17,994 | $3,313+443.1% | $13,129+37.1% | $3,203+461.7% |