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 7-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 | $20,544 | $100,754-79.6% | $86,677-76.3% | $134,475-84.7% |
| Participation rate | 35.7% | 78.9%-43.2pp | 76.6%-40.9pp | 81.2%-45.5pp |
| Annual return | -24.08% | 29.04%-53.1pp | 35.91%-60.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,273 | $5,338-1.2% | $4,656+13.3% | $6,400-17.6% |
| Admin fee / account holder | $6,538 | $10,926-40.2% | $7,493-12.7% | $11,426-42.8% |