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 | $70,000 | $71,883-2.6% | $86,677-19.2% | $68,494+2.2% |
| Participation rate | 58.1% | 72.2%-14.1pp | 76.6%-18.4pp | 67.9%-9.7pp |
| Annual return | -19.01% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $531 | $2,173-75.6% | $2,836-81.3% | $2,596-79.6% |
| Participant deferral / active EE | $2,655 | $3,779-29.7% | $4,656-43.0% | $4,027-34.1% |
| Admin fee / account holder | $4,235 | $6,112-30.7% | $7,493-43.5% | $5,403-21.6% |