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 | $55,838 | $79,171-29.5% | $102,423-45.5% | $74,495-25.0% |
| Participation rate | 58.8% | 74.8%-16.0pp | 76.5%-17.7pp | 67.2%-8.4pp |
| Annual return | 10.55% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $440 | $2,362-81.4% | $3,023-85.5% | $2,623-83.2% |
| Participant deferral / active EE | $3,437 | $4,415-22.2% | $5,053-32.0% | $4,346-20.9% |
| Admin fee / account holder | $1,610 | $2,001-19.5% | $9,451-83.0% | $1,942-17.1% |