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 | $86,994 | $74,927+16.1% | $101,794-14.5% | $84,808+2.6% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.2%-3.8pp | 68.3%-2.9pp |
| Annual return | 9.45% | 18.70%-9.2pp | 30.53%-21.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $315 | $1,522-79.3% | $2,289-86.2% | $2,631-88.0% |
| Participant deferral / active EE | $1,411 | $3,099-54.5% | $4,084-65.4% | $4,212-66.5% |
| Admin fee / account holder | $2,223 | $6,514-65.9% | $8,777-74.7% | $7,344-69.7% |