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 | $61,790 | $60,892+1.5% | $82,389-25.0% | $84,808-27.1% |
| Participation rate | 55.2% | 63.3%-8.1pp | 69.5%-14.4pp | 68.3%-13.1pp |
| Annual return | 12.77% | 37.29%-24.5pp | 28.67%-15.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $284 | $1,779-84.0% | $2,517-88.7% | $2,631-89.2% |
| Participant deferral / active EE | $1,509 | $3,179-52.5% | $4,155-63.7% | $4,212-64.2% |
| Admin fee / account holder | $463 | $5,467-91.5% | $7,231-93.6% | $7,344-93.7% |