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 | $65,594 | $63,346+3.5% | $92,233-28.9% | $70,131-6.5% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 8.81% | 530.12%-521.3pp | 176.28%-167.5pp | 73.14%-64.3pp |
| Employer contribution / active EE | $445 | $2,471-82.0% | $3,679-87.9% | $2,342-81.0% |
| Participant deferral / active EE | $2,788 | $2,854-2.3% | $3,897-28.5% | $3,332-16.3% |
| Admin fee / account holder | $7,754 | $3,840+101.9% | $5,194+49.3% | $4,645+66.9% |