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 | $40,264 | $48,265-16.6% | $68,791-41.5% | $68,494-41.2% |
| Participation rate | 36.0% | 60.7%-24.7pp | 69.0%-33.0pp | 67.9%-31.9pp |
| Annual return | -32.45% | -12.71%-19.7pp | -6.38%-26.1pp | -7.84%-24.6pp |
| Employer contribution / active EE | $307 | $1,829-83.2% | $2,655-88.5% | $2,596-88.2% |
| Participant deferral / active EE | $1,986 | $2,867-30.7% | $3,941-49.6% | $4,027-50.7% |
| Admin fee / account holder | $5,441 | $4,355+24.9% | $4,932+10.3% | $5,403+0.7% |