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 | $39,912 | $73,787-45.9% | $98,716-59.6% | $82,448-51.6% |
| Participation rate | 13.7% | 61.4%-47.7pp | 69.3%-55.6pp | 68.1%-54.3pp |
| Annual return | 11.15% | 18.57%-7.4pp | 31.81%-20.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $181 | $1,511-88.0% | $2,279-92.1% | $2,551-92.9% |
| Participant deferral / active EE | $1,461 | $3,081-52.6% | $4,048-63.9% | $4,139-64.7% |
| Admin fee / account holder | $11,187 | $6,500+72.1% | $8,703+28.5% | $7,234+54.6% |