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 8-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 | $25,120 | $99,016-74.6% | $93,789-73.2% | $66,914-62.5% |
| Participation rate | 58.9% | 82.1%-23.2pp | 81.0%-22.1pp | 69.8%-10.9pp |
| Annual return | -20.59% | -14.59%-6.0pp | -11.33%-9.3pp | 1.58%-22.2pp |
| Employer contribution / active EE | $1,511 | $4,769-68.3% | $4,323-65.0% | $2,544-40.6% |
| Participant deferral / active EE | $5,044 | $6,689-24.6% | $6,094-17.2% | $4,237+19.0% |
| Admin fee / account holder | $939 | $477+96.6% | $7,195-87.0% | $593+58.2% |