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 | $15,462 | $39,122-60.5% | $57,179-73.0% | $62,891-75.4% |
| Participation rate | 60.0% | 70.5%-10.5pp | 75.3%-15.3pp | 69.3%-9.3pp |
| Annual return | -2.59% | 9.23%-11.8pp | 14.59%-17.2pp | 20.14%-22.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,091 | $2,374-11.9% | $3,096-32.5% | $3,203-34.7% |
| Admin fee / account holder | $1,446 | $2,592-44.2% | $3,139-53.9% | $4,296-66.3% |