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 7-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 | $31,623 | $61,605-48.7% | $112,229-71.8% | $75,163-57.9% |
| Participation rate | 17.1% | 61.7%-44.5pp | 72.4%-55.3pp | 67.2%-50.0pp |
| Annual return | 12.03% | 28.47%-16.4pp | 30.20%-18.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,887 | $3,108-39.3% | $4,798-60.7% | $4,125-54.2% |
| Admin fee / account holder | $10,482 | $4,862+115.6% | $7,748+35.3% | $5,651+85.5% |