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 | $89,313 | $67,411+32.5% | $91,001-1.9% | $70,131+27.4% |
| Participation rate | 33.3% | 71.4%-38.0pp | 75.6%-42.3pp | 69.5%-36.2pp |
| Annual return | 11.32% | -40.16%+51.5pp | 4.60%+6.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $307 | $1,786-82.8% | $2,456-87.5% | $2,342-86.9% |
| Participant deferral / active EE | $2,357 | $2,823-16.5% | $3,547-33.6% | $3,332-29.2% |
| Admin fee / account holder | $3,190 | $4,236-24.7% | $5,417-41.1% | $4,645-31.3% |