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 6-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 | $23,530 | $90,519-74.0% | $93,789-74.9% | $134,475-82.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -20.82% | -15.72%-5.1pp | -11.33%-9.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,164 | $4,343-73.2% | $4,323-73.1% | $4,740-75.4% |
| Participant deferral / active EE | $3,589 | $5,978-40.0% | $6,094-41.1% | $6,400-43.9% |
| Admin fee / account holder | $408 | $9,252-95.6% | $7,195-94.3% | $11,426-96.4% |