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 | $105,135 | $73,933+42.2% | $96,683+8.7% | $75,163+39.9% |
| Participation rate | 52.3% | 66.4%-14.1pp | 74.3%-22.1pp | 67.2%-14.9pp |
| Annual return | 10.30% | 26.70%-16.4pp | 35.69%-25.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $316 | $2,928-89.2% | $3,737-91.5% | $2,670-88.2% |
| Participant deferral / active EE | $2,597 | $3,659-29.0% | $4,878-46.8% | $4,125-37.0% |
| Admin fee / account holder | $16,518 | $5,216+216.7% | $6,730+145.4% | $5,651+192.3% |