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 | $43,160 | $58,828-26.6% | $77,999-44.7% | $62,891-31.4% |
| Participation rate | 51.6% | 71.1%-19.4pp | 75.5%-23.9pp | 69.3%-17.7pp |
| Annual return | 3.51% | 17.16%-13.6pp | 425.96%-422.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $230 | $1,672-86.2% | $2,470-90.7% | $2,281-89.9% |
| Participant deferral / active EE | $1,447 | $2,686-46.1% | $3,497-58.6% | $3,203-54.8% |
| Admin fee / account holder | $8,401 | $4,393+91.2% | $5,480+53.3% | $4,296+95.6% |