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 | $40,900 | $84,233-51.4% | $170,442-76.0% | $70,131-41.7% |
| Participation rate | 22.9% | 70.8%-48.0pp | 83.6%-60.7pp | 69.5%-46.7pp |
| Annual return | 2.54% | 23.06%-20.5pp | 205.93%-203.4pp | 73.14%-70.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $993 | $3,086-67.8% | $4,939-79.9% | $3,332-70.2% |
| Admin fee / account holder | $8,748 | $5,698+53.5% | $13,880-37.0% | $4,645+88.3% |