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 5-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 | $41,229 | $54,705-24.6% | $71,209-42.1% | $84,808-51.4% |
| Participation rate | 9.3% | 64.1%-54.8pp | 73.8%-64.4pp | 68.3%-59.0pp |
| Annual return | 4.07% | 35.90%-31.8pp | 282.51%-278.4pp | 40.90%-36.8pp |
| Employer contribution / active EE | $236 | $2,158-89.1% | $2,721-91.3% | $2,631-91.0% |
| Participant deferral / active EE | $584 | $3,030-80.7% | $4,175-86.0% | $4,212-86.1% |
| Admin fee / account holder | $14,631 | $4,863+200.8% | $5,349+173.5% | $7,344+99.2% |