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 | $30,310 | $100,970-70.0% | $96,576-68.6% | $137,256-77.9% |
| Participation rate | 30.0% | 82.6%-52.6pp | 81.4%-51.4pp | 80.0%-50.0pp |
| Annual return | -1.46% | 38.16%-39.6pp | 38.47%-39.9pp | 220.34%-221.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,129 | $8,286-62.2% | $7,956-60.7% | $6,407-51.2% |
| Admin fee / account holder | $6,779 | $11,312-40.1% | $11,381-40.4% | $12,270-44.8% |