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 | $21,832 | $42,894-49.1% | $60,874-64.1% | $68,494-68.1% |
| Participation rate | 37.8% | 66.8%-29.0pp | 73.1%-35.3pp | 67.9%-30.1pp |
| Annual return | -19.44% | -13.98%-5.5pp | 16.90%-36.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $188 | $1,978-90.5% | $2,701-93.1% | $2,596-92.8% |
| Participant deferral / active EE | $2,688 | $2,867-6.2% | $3,817-29.6% | $4,027-33.3% |
| Admin fee / account holder | $1,567 | $3,101-49.4% | $3,224-51.4% | $5,403-71.0% |