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 | $151,196 | $64,839+133.2% | $95,585+58.2% | $84,808+78.3% |
| Participation rate | 51.7% | 63.8%-12.1pp | 72.1%-20.3pp | 68.3%-16.6pp |
| Annual return | 13.17% | -670.96%+684.1pp | 38.56%-25.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $134 | $1,759-92.4% | $2,527-94.7% | $2,631-94.9% |
| Participant deferral / active EE | $2,394 | $2,965-19.3% | $4,023-40.5% | $4,212-43.2% |
| Admin fee / account holder | $1,080 | $5,964-81.9% | $6,127-82.4% | $7,344-85.3% |