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 9-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 | $48,948 | $61,058-19.8% | $71,209-31.3% | $85,563-42.8% |
| Participation rate | 14.9% | 58.6%-43.7pp | 73.8%-58.9pp | 66.0%-51.1pp |
| Annual return | 11.19% | 100.41%-89.2pp | 282.51%-271.3pp | 31.51%-20.3pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,664 | $3,173-47.6% | $4,175-60.1% | $4,375-62.0% |
| Admin fee / account holder | $1,440 | $855+68.4% | $5,349-73.1% | $834+72.6% |