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 | $112,573 | $74,927+50.2% | $101,794+10.6% | $84,808+32.7% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.2%-39.6pp | 68.3%-38.7pp |
| Annual return | 10.75% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $244 | $1,522-83.9% | $2,289-89.3% | $2,631-90.7% |
| Participant deferral / active EE | $1,599 | $3,099-48.4% | $4,084-60.8% | $4,212-62.0% |
| Admin fee / account holder | $1,984 | $6,514-69.5% | $8,777-77.4% | $7,344-73.0% |