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 | $63,906 | $86,944-26.5% | $107,525-40.6% | $74,304-14.0% |
| Participation rate | 37.9% | 59.6%-21.7pp | 75.1%-37.2pp | 60.3%-22.5pp |
| Annual return | 11.69% | 23.52%-11.8pp | 181.32%-169.6pp | 29.43%-17.7pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,534 | $3,554-56.8% | $5,116-70.0% | $3,767-59.3% |
| Admin fee / account holder | $4,554 | $3,727+22.2% | $8,919-48.9% | $2,969+53.4% |