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 | $66,659 | $94,031-29.1% | $115,768-42.4% | $82,448-19.2% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | 11.96% | 20.61%-8.6pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $478 | $2,323-79.4% | $2,940-83.7% | $2,551-81.2% |
| Participant deferral / active EE | $2,549 | $3,972-35.8% | $4,917-48.2% | $4,139-38.4% |
| Admin fee / account holder | $8,023 | $10,249-21.7% | $12,439-35.5% | $7,234+10.9% |