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 5-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 | $80,697 | $87,013-7.3% | $106,213-24.0% | $80,856-0.2% |
| Participation rate | 12.8% | 70.4%-57.6pp | 75.3%-62.5pp | 67.6%-54.8pp |
| Annual return | 9.68% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $460 | $2,395-80.8% | $3,171-85.5% | $2,755-83.3% |
| Participant deferral / active EE | $1,888 | $3,986-52.6% | $5,016-62.4% | $4,296-56.0% |
| Admin fee / account holder | $900 | $8,431-89.3% | $11,033-91.8% | $6,918-87.0% |