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 | $93,317 | $44,221+111.0% | $121,196-23.0% | $56,287+65.8% |
| Participation rate | 18.9% | 61.1%-42.1pp | 71.7%-52.8pp | 69.9%-50.9pp |
| Annual return | -8.83% | -3.58%-5.2pp | 16.93%-25.8pp | -9.96%+1.1pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,253 | $2,521-50.3% | $3,344-62.5% | $3,350-62.6% |
| Admin fee / account holder | $1,231 | $480+156.3% | $5,019-75.5% | $521+136.3% |