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 | $105,327 | $91,538+15.1% | $129,995-19.0% | $75,163+40.1% |
| Participation rate | 57.7% | 71.4%-13.7pp | 78.5%-20.8pp | 67.2%-9.5pp |
| Annual return | 12.78% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $283 | $2,845-90.1% | $4,320-93.5% | $2,670-89.4% |
| Participant deferral / active EE | $2,959 | $4,341-31.8% | $5,820-49.2% | $4,125-28.3% |
| Admin fee / account holder | $3,708 | $6,790-45.4% | $10,614-65.1% | $5,651-34.4% |