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 9-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 | $30,802 | $67,606-54.4% | $82,313-62.6% | $70,131-56.1% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 11.41% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $296 | $1,755-83.1% | $2,428-87.8% | $2,342-87.4% |
| Participant deferral / active EE | $2,059 | $2,987-31.1% | $3,706-44.4% | $3,332-38.2% |
| Admin fee / account holder | $17,654 | $4,512+291.3% | $5,608+214.8% | $4,645+280.0% |