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 | $106,875 | $87,870+21.6% | $113,168-5.6% | $74,304+43.8% |
| Participation rate | 47.5% | 70.7%-23.2pp | 76.6%-29.0pp | 60.3%-12.8pp |
| Annual return | 10.65% | 26.44%-15.8pp | 24.27%-13.6pp | 29.43%-18.8pp |
| Employer contribution / active EE | $324 | $2,277-85.8% | $2,975-89.1% | $2,241-85.5% |
| Participant deferral / active EE | $2,864 | $4,241-32.5% | $5,107-43.9% | $3,767-24.0% |
| Admin fee / account holder | $22,613 | $3,368+571.4% | $12,068+87.4% | $2,969+661.7% |