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 | $71,643 | $83,477-14.2% | $125,175-42.8% | $72,985-1.8% |
| Participation rate | 67.2% | 73.3%-6.1pp | 79.8%-12.6pp | 69.5%-2.3pp |
| Annual return | 11.78% | 25.78%-14.0pp | 43.79%-32.0pp | 81.00%-69.2pp |
| Employer contribution / active EE | $539 | $2,345-77.0% | $3,865-86.0% | $2,440-77.9% |
| Participant deferral / active EE | $2,106 | $3,585-41.2% | $4,937-57.3% | $3,607-41.6% |
| Admin fee / account holder | $2,211 | $5,517-59.9% | $9,702-77.2% | $5,124-56.8% |