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 | $35,795 | $62,132-42.4% | $185,823-80.7% | $73,488-51.3% |
| Participation rate | 46.5% | 67.8%-21.3pp | 78.0%-31.5pp | 70.7%-24.2pp |
| Annual return | 10.84% | 20.44%-9.6pp | 35.95%-25.1pp | 28.51%-17.7pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,533 | $3,711-58.7% | $5,632-72.8% | $3,740-59.0% |
| Admin fee / account holder | $6,839 | $419+1533.3% | $9,500-28.0% | $513+1232.9% |