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 | $197,150 | $227,396-13.3% | $442,409-55.4% | $116,875+68.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 88.0%-38.0pp | 74.5%-24.5pp |
| Annual return | 11.89% | 16.35%-4.5pp | 90.53%-78.6pp | 16.29%-4.4pp |
| Employer contribution / active EE | $748 | $5,244-85.7% | $7,697-90.3% | $3,288-77.2% |
| Participant deferral / active EE | $5,334 | $7,352-27.4% | $7,555-29.4% | $3,885+37.3% |
| Admin fee / account holder | $2,397 | $16,310-85.3% | $51,603-95.4% | $12,263-80.5% |