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 | $54,426 | $106,543-48.9% | $91,220-40.3% | $134,475-59.5% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.2%-8.9pp | 81.2%-16.9pp |
| Annual return | -21.34% | 160.60%-181.9pp | 114.01%-135.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $243 | $3,331-92.7% | $2,850-91.5% | $4,740-94.9% |
| Participant deferral / active EE | $2,430 | $4,719-48.5% | $4,234-42.6% | $6,400-62.0% |
| Admin fee / account holder | $1,229 | $6,231-80.3% | $5,420-77.3% | $11,426-89.2% |