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 | $98,070 | $82,523+18.8% | $115,752-15.3% | $70,131+39.8% |
| Participation rate | 60.9% | 74.0%-13.1pp | 77.8%-16.9pp | 69.5%-8.7pp |
| Annual return | 12.99% | 28.22%-15.2pp | 19.41%-6.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,996 | $4,062+121.4% | $5,204+72.9% | $3,332+170.0% |
| Admin fee / account holder | $11,771 | $4,552+158.6% | $6,278+87.5% | $4,645+153.4% |