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 | $27,909 | $77,813-64.1% | $123,544-77.4% | $64,186-56.5% |
| Participation rate | 44.9% | 74.7%-29.8pp | 82.3%-37.4pp | 69.6%-24.7pp |
| Annual return | -10.28% | 12.48%-22.8pp | 119.20%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,697 | $5,240-48.5% | $6,426-58.0% | $3,470-22.3% |
| Admin fee / account holder | $4,504 | $5,519-18.4% | $9,284-51.5% | $4,888-7.9% |