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 | $126,096 | $127,065-0.8% | $113,168+11.4% | $142,382-11.4% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 9.07% | 24.03%-15.0pp | 24.27%-15.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $207 | $3,442-94.0% | $2,975-93.0% | $4,299-95.2% |
| Participant deferral / active EE | $1,993 | $5,716-65.1% | $5,107-61.0% | $6,507-69.4% |
| Admin fee / account holder | $4,527 | $15,736-71.2% | $12,068-62.5% | $12,624-64.1% |