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 | $47,852 | $55,706-14.1% | $75,886-36.9% | $72,985-34.4% |
| Participation rate | 55.2% | 61.1%-6.0pp | 69.3%-14.1pp | 69.5%-14.3pp |
| Annual return | 11.42% | 27.59%-16.2pp | 30.76%-19.3pp | 81.00%-69.6pp |
| Employer contribution / active EE | $224 | $1,687-86.7% | $2,500-91.0% | $2,440-90.8% |
| Participant deferral / active EE | $3,793 | $2,634+44.0% | $3,603+5.3% | $3,607+5.1% |
| Admin fee / account holder | $757 | $3,978-81.0% | $5,418-86.0% | $5,124-85.2% |