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 9-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 | $23,463 | $115,770-79.7% | $101,248-76.8% | $158,922-85.2% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | -8.93% | 56.14%-65.1pp | 46.47%-55.4pp | 302.83%-311.8pp |
| Employer contribution / active EE | $430 | $4,175-89.7% | $3,660-88.2% | $4,761-91.0% |
| Participant deferral / active EE | $1,476 | $4,957-70.2% | $4,370-66.2% | $5,982-75.3% |
| Admin fee / account holder | $3,889 | $7,245-46.3% | $5,945-34.6% | $11,246-65.4% |