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 | $60,841 | $109,982-44.7% | $97,226-37.4% | $145,922-58.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 6.92% | 242.90%-236.0pp | 75.13%-68.2pp | 561.29%-554.4pp |
| Employer contribution / active EE | $184 | $3,084-94.0% | $2,729-93.3% | $4,660-96.1% |
| Participant deferral / active EE | $735 | $4,676-84.3% | $4,264-82.8% | $6,688-89.0% |
| Admin fee / account holder | $1,078 | $6,221-82.7% | $5,654-80.9% | $13,397-92.0% |