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 6-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 | $180,760 | $198,466-8.9% | $170,442+6.1% | $147,584+22.5% |
| Participation rate | 12.5% | 88.0%-75.5pp | 83.6%-71.1pp | 82.8%-70.3pp |
| Annual return | -0.50% | 257.29%-257.8pp | 205.93%-206.4pp | 578.55%-579.0pp |
| Employer contribution / active EE | $341 | $6,184-94.5% | $5,433-93.7% | $4,876-93.0% |
| Participant deferral / active EE | $2,914 | $5,629-48.2% | $4,939-41.0% | $5,439-46.4% |
| Admin fee / account holder | $1,283 | $16,852-92.4% | $13,880-90.8% | $10,885-88.2% |