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 | $44,901 | $67,331-33.3% | $60,874-26.2% | $134,475-66.6% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.1%-54.9pp | 81.2%-63.0pp |
| Annual return | -26.08% | 49.93%-76.0pp | 16.90%-43.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | -$33 | $3,096-101.1% | $2,701-101.2% | $4,740-100.7% |
| Participant deferral / active EE | $1,164 | $4,538-74.4% | $3,817-69.5% | $6,400-81.8% |
| Admin fee / account holder | $866 | $4,582-81.1% | $3,224-73.2% | $11,426-92.4% |