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 6-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 | $17,456 | $77,899-77.6% | $149,673-88.3% | $75,163-76.8% |
| Participation rate | 35.5% | 65.6%-30.1pp | 78.8%-43.3pp | 67.2%-31.7pp |
| Annual return | 11.93% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $233 | $3,137-92.6% | $4,818-95.2% | $2,670-91.3% |
| Participant deferral / active EE | $913 | $3,411-73.2% | $5,680-83.9% | $4,125-77.9% |
| Admin fee / account holder | $2,226 | $5,956-62.6% | $13,210-83.1% | $5,651-60.6% |