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 8-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 | $21,135 | $64,707-67.3% | $112,228-81.2% | $68,494-69.1% |
| Participation rate | 30.4% | 67.2%-36.7pp | 75.1%-44.6pp | 67.9%-37.5pp |
| Annual return | -23.19% | -11.40%-11.8pp | 27.45%-50.6pp | -7.84%-15.3pp |
| Employer contribution / active EE | $449 | $2,746-83.7% | $3,635-87.7% | $2,596-82.7% |
| Participant deferral / active EE | $2,287 | $3,565-35.8% | $4,728-51.6% | $4,027-43.2% |
| Admin fee / account holder | $3,032 | $5,232-42.1% | $6,410-52.7% | $5,403-43.9% |