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 | $77,902 | $91,552-14.9% | $133,956-41.8% | $79,858-2.4% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 7.45% | 61.85%-54.4pp | 45.09%-37.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $334 | $2,384-86.0% | $3,919-91.5% | $2,471-86.5% |
| Participant deferral / active EE | $2,098 | $3,733-43.8% | $5,048-58.4% | $3,740-43.9% |
| Admin fee / account holder | $2,611 | $6,321-58.7% | $8,927-70.7% | $5,306-50.8% |