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 | $61,640 | $64,480-4.4% | $81,382-24.3% | $80,856-23.8% |
| Participation rate | 69.4% | 63.9%+5.6pp | 69.5%0pp | 67.6%+1.8pp |
| Annual return | 8.07% | 16.34%-8.3pp | 24.73%-16.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $272 | $1,978-86.2% | $2,463-88.9% | $2,755-90.1% |
| Participant deferral / active EE | $1,619 | $3,094-47.7% | $3,883-58.3% | $4,296-62.3% |
| Admin fee / account holder | $1,700 | $5,671-70.0% | $5,768-70.5% | $6,918-75.4% |