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 5-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 | $71,717 | $159,602-55.1% | $150,045-52.2% | $142,382-49.6% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.3%-68.0pp | 80.1%-65.8pp |
| Annual return | 5.78% | 70.24%-64.5pp | 62.55%-56.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $800 | $4,961-83.9% | $4,693-83.0% | $4,299-81.4% |
| Participant deferral / active EE | $4,429 | $8,310-46.7% | $7,997-44.6% | $6,507-31.9% |
| Admin fee / account holder | $205,509 | $14,846+1284.2% | $13,435+1429.7% | $12,624+1528.0% |