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 | $183,465 | $83,477+119.8% | $125,175+46.6% | $72,985+151.4% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 12.86% | 25.78%-12.9pp | 43.79%-30.9pp | 81.00%-68.1pp |
| Employer contribution / active EE | $155 | $2,345-93.4% | $3,865-96.0% | $2,440-93.6% |
| Participant deferral / active EE | $7,113 | $3,585+98.4% | $4,937+44.1% | $3,607+97.2% |
| Admin fee / account holder | $20,875 | $5,517+278.4% | $9,702+115.2% | $5,124+307.4% |