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 6-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 | $47,165 | $106,515-55.7% | $96,683-51.2% | $139,434-66.2% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.2pp |
| Annual return | 8.03% | 38.43%-30.4pp | 35.69%-27.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $324 | $4,103-92.1% | $3,737-91.3% | $4,751-93.2% |
| Participant deferral / active EE | $1,436 | $5,454-73.7% | $4,878-70.6% | $6,710-78.6% |
| Admin fee / account holder | $460 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |