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 | $184,963 | $115,770+59.8% | $101,248+82.7% | $158,922+16.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | -0.25% | 56.14%-56.4pp | 46.47%-46.7pp | 302.83%-303.1pp |
| Employer contribution / active EE | $694 | $4,175-83.4% | $3,660-81.0% | $4,761-85.4% |
| Participant deferral / active EE | $2,207 | $4,957-55.5% | $4,370-49.5% | $5,982-63.1% |
| Admin fee / account holder | $906 | $7,245-87.5% | $5,945-84.8% | $11,246-91.9% |