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 | $74,800 | $59,101+26.6% | $77,163-3.1% | $75,163-0.5% |
| Participation rate | 59.5% | 63.9%-4.4pp | 69.6%-10.1pp | 67.2%-7.7pp |
| Annual return | 9.61% | 26.71%-17.1pp | 37.87%-28.3pp | 160.62%-151.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,240 | $2,999-25.3% | $3,833-41.6% | $4,125-45.7% |
| Admin fee / account holder | $19,735 | $4,774+313.4% | $5,472+260.6% | $5,651+249.2% |