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 3-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 | $32,356 | $201,272-83.9% | $184,203-82.4% | $145,922-77.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 1.93% | 29.00%-27.1pp | 28.81%-26.9pp | 561.29%-559.4pp |
| Employer contribution / active EE | $1,448 | $7,022-79.4% | $6,427-77.5% | $4,660-68.9% |
| Participant deferral / active EE | $8,064 | $9,806-17.8% | $9,131-11.7% | $6,688+20.6% |
| Admin fee / account holder | $1,616 | $16,364-90.1% | $13,901-88.4% | $13,397-87.9% |