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 | $91,362 | $91,552-0.2% | $133,956-31.8% | $79,858+14.4% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.5pp | 69.6%-11.3pp |
| Annual return | 8.77% | 61.85%-53.1pp | 45.09%-36.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,419 | $3,733-35.2% | $5,048-52.1% | $3,740-35.3% |
| Admin fee / account holder | $14,031 | $6,321+122.0% | $8,927+57.2% | $5,306+164.4% |