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 | $44,781 | $135,952-67.1% | $123,892-63.9% | $273,961-83.7% |
| Participation rate | 13.3% | 84.1%-70.7pp | 81.4%-68.1pp | 83.0%-69.7pp |
| Annual return | -3.15% | 56.63%-59.8pp | 47.52%-50.7pp | 41.45%-44.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,100 | $6,343-66.9% | $5,984-64.9% | $5,287-60.3% |
| Admin fee / account holder | $3,083 | $9,817-68.6% | $8,357-63.1% | $10,132-69.6% |