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 | $22,883 | $46,674-51.0% | $117,472-80.5% | $68,494-66.6% |
| Participation rate | 30.2% | 56.8%-26.6pp | 70.6%-40.4pp | 67.9%-37.7pp |
| Annual return | -19.39% | -14.52%-4.9pp | 29.74%-49.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,047 | $2,636-60.3% | $4,070-74.3% | $4,027-74.0% |
| Admin fee / account holder | $2,671 | $4,020-33.6% | $5,645-52.7% | $5,403-50.6% |