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 | $173,961 | $93,571+85.9% | $135,903+28.0% | $75,163+131.4% |
| Participation rate | 47.3% | 75.2%-27.9pp | 81.9%-34.6pp | 67.2%-19.9pp |
| Annual return | 10.76% | 30.90%-20.1pp | 68.23%-57.5pp | 160.62%-149.9pp |
| Employer contribution / active EE | $240 | $3,537-93.2% | $4,856-95.1% | $2,670-91.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,664 | $6,975+24.2% | $10,762-19.5% | $5,651+53.3% |