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 | $165,043 | $116,462+41.7% | $116,250+42.0% | $116,462+41.7% |
| Participation rate | 61.1% | 74.7%-13.6pp | 73.6%-12.5pp | 74.7%-13.6pp |
| Annual return | 9.94% | 15.65%-5.7pp | -4.11%+14.1pp | 15.65%-5.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,865-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $3,466 | $3,836-9.7% | $3,192+8.6% | $3,836-9.7% |
| Admin fee / account holder | $10,819 | $12,754-15.2% | $7,117+52.0% | $12,754-15.2% |