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 | $44,597 | $58,927-24.3% | $76,817-41.9% | $72,985-38.9% |
| Participation rate | 64.3% | 67.3%-3.1pp | 72.1%-7.8pp | 69.5%-5.2pp |
| Annual return | 1.82% | 2305.64%-2303.8pp | 1166.11%-1164.3pp | 81.00%-79.2pp |
| Employer contribution / active EE | $218 | $1,787-87.8% | $2,302-90.5% | $2,440-91.1% |
| Participant deferral / active EE | $1,669 | $2,690-38.0% | $3,336-50.0% | $3,607-53.7% |
| Admin fee / account holder | $15,584 | $4,013+288.4% | $6,420+142.7% | $5,124+204.1% |