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 8-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 | $36,064 | $81,248-55.6% | $155,509-76.8% | $80,856-55.4% |
| Participation rate | 16.5% | 66.2%-49.7pp | 78.2%-61.7pp | 67.6%-51.2pp |
| Annual return | 9.35% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $267 | $3,100-91.4% | $4,672-94.3% | $2,755-90.3% |
| Participant deferral / active EE | $930 | $3,452-73.0% | $5,626-83.5% | $4,296-78.3% |
| Admin fee / account holder | $2,162 | $7,997-73.0% | $15,912-86.4% | $6,918-68.7% |