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 | $114,773 | $77,314+48.4% | $177,989-35.5% | $80,856+41.9% |
| Participation rate | 24.1% | 65.7%-41.6pp | 77.1%-52.9pp | 67.6%-43.5pp |
| Annual return | 8.14% | 18.09%-9.9pp | 294.48%-286.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,841 | $4,411-58.3% | $6,276-70.7% | $4,296-57.1% |
| Admin fee / account holder | $48,692 | $7,191+577.1% | $10,363+369.9% | $6,918+603.8% |