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 | $41,787 | $92,222-54.7% | $76,768-45.6% | $135,375-69.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.95% | 5.46%-14.4pp | 2.43%-11.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $410 | $3,216-87.3% | $2,485-83.5% | $4,779-91.4% |
| Participant deferral / active EE | $3,267 | $4,509-27.5% | $3,852-15.2% | $5,609-41.8% |
| Admin fee / account holder | $1,337 | $10,748-87.6% | $6,675-80.0% | $10,827-87.6% |