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 | $47,009 | $97,757-51.9% | $83,848-43.9% | $135,375-65.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.89% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.6pp |
| Employer contribution / active EE | $354 | $4,222-91.6% | $3,631-90.3% | $4,779-92.6% |
| Participant deferral / active EE | $8,142 | $4,682+73.9% | $4,082+99.5% | $5,609+45.2% |
| Admin fee / account holder | $377 | $6,674-94.4% | $5,478-93.1% | $10,827-96.5% |