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 | $61,964 | $72,492-14.5% | $87,100-28.9% | $72,985-15.1% |
| Participation rate | 38.2% | 72.8%-34.6pp | 76.9%-38.6pp | 69.5%-31.3pp |
| Annual return | 4.40% | 24.46%-20.1pp | 28.19%-23.8pp | 81.00%-76.6pp |
| Employer contribution / active EE | $282 | $1,894-85.1% | $2,521-88.8% | $2,440-88.4% |
| Participant deferral / active EE | $2,353 | $3,270-28.0% | $4,049-41.9% | $3,607-34.8% |
| Admin fee / account holder | $3,367 | $5,055-33.4% | $7,497-55.1% | $5,124-34.3% |