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 | $56,284 | $49,227+14.3% | $70,449-20.1% | $79,858-29.5% |
| Participation rate | 32.2% | 69.2%-37.0pp | 75.1%-42.9pp | 69.6%-37.4pp |
| Annual return | 5.75% | 30.06%-24.3pp | 109.03%-103.3pp | 31.71%-26.0pp |
| Employer contribution / active EE | $192 | $2,099-90.8% | $2,737-93.0% | $2,471-92.2% |
| Participant deferral / active EE | $1,495 | $2,768-46.0% | $3,709-59.7% | $3,740-60.0% |
| Admin fee / account holder | $3,646 | $2,878+26.7% | $3,845-5.2% | $5,306-31.3% |