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 | $72,905 | $169,032-56.9% | $129,207-43.6% | $145,922-50.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | -21.29% | 14330.11%-14351.4pp | 9417.33%-9438.6pp | 561.29%-582.6pp |
| Employer contribution / active EE | $153 | $5,537-97.2% | $4,153-96.3% | $4,660-96.7% |
| Participant deferral / active EE | $357 | $4,987-92.8% | $4,168-91.4% | $6,688-94.7% |
| Admin fee / account holder | $2,556 | $9,954-74.3% | $7,715-66.9% | $13,397-80.9% |