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 | $154,014 | $95,803+60.8% | $113,168+36.1% | $84,808+81.6% |
| Participation rate | 43.3% | 72.9%-29.5pp | 76.6%-33.2pp | 68.3%-25.0pp |
| Annual return | 12.08% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $401 | $2,360-83.0% | $2,975-86.5% | $2,631-84.8% |
| Participant deferral / active EE | $3,800 | $4,242-10.4% | $5,107-25.6% | $4,212-9.8% |
| Admin fee / account holder | $5,130 | $8,989-42.9% | $12,068-57.5% | $7,344-30.1% |