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 | $19,119 | $48,076-60.2% | $78,689-75.7% | $62,891-69.6% |
| Participation rate | 20.5% | 65.2%-44.8pp | 73.6%-53.1pp | 69.3%-48.9pp |
| Annual return | -27.47% | 31.35%-58.8pp | 62.18%-89.6pp | 20.14%-47.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,587 | $2,5880% | $3,517-26.4% | $3,203-19.2% |
| Admin fee / account holder | $3,703 | $3,207+15.5% | $4,510-17.9% | $4,296-13.8% |