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 | $19,827 | $96,557-79.5% | $80,975-75.5% | $273,961-92.8% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | -48.96% | 15.14%-64.1pp | 17.10%-66.1pp | 41.45%-90.4pp |
| Employer contribution / active EE | $347 | $4,868-92.9% | $3,714-90.6% | $4,869-92.9% |
| Participant deferral / active EE | $6,650 | $6,598+0.8% | $5,696+16.7% | $5,287+25.8% |
| Admin fee / account holder | $10,670 | $7,492+42.4% | $5,516+93.5% | $10,132+5.3% |