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 | $79,966 | $89,753-10.9% | $107,525-25.6% | $84,808-5.7% |
| Participation rate | 55.7% | 68.1%-12.3pp | 75.1%-19.3pp | 68.3%-12.6pp |
| Annual return | 12.41% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $628 | $3,113-79.8% | $3,754-83.3% | $2,631-76.1% |
| Participant deferral / active EE | $4,310 | $4,056+6.3% | $5,116-15.7% | $4,212+2.3% |
| Admin fee / account holder | $7,406 | $7,222+2.6% | $8,919-17.0% | $7,344+0.9% |