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 | $73,614 | $56,897+29.4% | $84,750-13.1% | $62,891+17.0% |
| Participation rate | 55.8% | 68.5%-12.8pp | 76.6%-20.8pp | 69.3%-13.5pp |
| Annual return | 4.02% | 6.30%-2.3pp | 22.78%-18.8pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,532 | $2,709-6.5% | $3,712-31.8% | $3,203-20.9% |
| Admin fee / account holder | $7,175 | $3,581+100.4% | $5,332+34.6% | $4,296+67.0% |