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 | $69,496 | $75,828-8.4% | $147,614-52.9% | $59,632+16.5% |
| Participation rate | 32.9% | 71.6%-38.7pp | 84.6%-51.7pp | 68.7%-35.8pp |
| Annual return | -8.70% | 0.37%-9.1pp | 61.98%-70.7pp | 2041.28%-2050.0pp |
| Employer contribution / active EE | $342 | $3,485-90.2% | $5,564-93.9% | $2,203-84.5% |
| Participant deferral / active EE | $3,968 | $3,130+26.7% | $4,895-18.9% | $3,192+24.3% |
| Admin fee / account holder | $1,517 | $5,985-74.7% | $11,611-86.9% | $4,297-64.7% |