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 | $102,873 | $104,251-1.3% | $91,001+13.0% | $147,584-30.3% |
| Participation rate | 29.4% | 78.2%-48.8pp | 75.6%-46.2pp | 82.8%-53.4pp |
| Annual return | 7.79% | 27.06%-19.3pp | 4.60%+3.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,427 | $4,195-42.1% | $3,547-31.6% | $5,439-55.4% |
| Admin fee / account holder | $123,765 | $8,948+1283.2% | $5,417+2184.7% | $10,885+1037.0% |