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 | $119,093 | $126,519-5.9% | $106,201+12.1% | $145,959-18.4% |
| Participation rate | 20.0% | 77.7%-57.7pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | -6.62% | 225.10%-231.7pp | 116.26%-122.9pp | 561.95%-568.6pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,280 | $5,716-7.6% | $5,012+5.3% | $6,689-21.1% |
| Admin fee / account holder | $22,375 | $17,312+29.2% | $11,039+102.7% | $13,398+67.0% |