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 | $14,560 | $32,117-54.7% | $71,086-79.5% | $64,186-77.3% |
| Participation rate | 14.3% | 42.7%-28.4pp | 54.7%-40.4pp | 69.6%-55.3pp |
| Annual return | -10.19% | -5.57%-4.6pp | 650.59%-660.8pp | 7.63%-17.8pp |
| Employer contribution / active EE | $60 | $712-91.6% | $1,088-94.5% | $2,381-97.5% |
| Participant deferral / active EE | $1,132 | $1,263-10.4% | $1,874-39.6% | $3,470-67.4% |
| Admin fee / account holder | $622 | $2,759-77.5% | $3,082-79.8% | $4,888-87.3% |