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 | $70,171 | $72,492-3.2% | $87,100-19.4% | $72,985-3.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 2.86% | 24.46%-21.6pp | 28.19%-25.3pp | 81.00%-78.1pp |
| Employer contribution / active EE | $337 | $1,894-82.2% | $2,521-86.6% | $2,440-86.2% |
| Participant deferral / active EE | $1,845 | $3,270-43.6% | $4,049-54.4% | $3,607-48.9% |
| Admin fee / account holder | $18,006 | $5,055+256.2% | $7,497+140.2% | $5,124+251.4% |