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 | $24,266 | $22,587+7.4% | $65,255-62.8% | $75,163-67.7% |
| Participation rate | 35.7% | 63.1%-27.4pp | 65.0%-29.2pp | 67.2%-31.5pp |
| Annual return | 3.01% | 71.03%-68.0pp | 47.35%-44.3pp | 160.62%-157.6pp |
| Employer contribution / active EE | $211 | $941-77.6% | $1,691-87.5% | $2,670-92.1% |
| Participant deferral / active EE | $1,268 | $1,695-25.2% | $2,831-55.2% | $4,125-69.3% |
| Admin fee / account holder | $211,677 | $1,876+11185.5% | $4,112+5048.0% | $5,651+3645.9% |