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 | $68,965 | $104,486-34.0% | $76,817-10.2% | $152,861-54.9% |
| Participation rate | 47.1% | 76.6%-29.5pp | 72.1%-25.0pp | 82.4%-35.4pp |
| Annual return | -0.34% | 1013.37%-1013.7pp | 1166.11%-1166.4pp | 345.32%-345.7pp |
| Employer contribution / active EE | $208 | $3,116-93.3% | $2,302-91.0% | $4,762-95.6% |
| Participant deferral / active EE | $1,323 | $4,236-68.8% | $3,336-60.3% | $5,850-77.4% |
| Admin fee / account holder | $1,076 | $12,275-91.2% | $6,420-83.2% | $11,596-90.7% |