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 9-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 | $20,264 | $57,281-64.6% | $86,612-76.6% | $75,163-73.0% |
| Participation rate | 34.5% | 63.2%-28.7pp | 71.7%-37.2pp | 67.2%-32.7pp |
| Annual return | 13.02% | 2670.75%-2657.7pp | 591.07%-578.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $120 | $2,314-94.8% | $3,022-96.0% | $2,670-95.5% |
| Participant deferral / active EE | $1,267 | $3,318-61.8% | $4,438-71.4% | $4,125-69.3% |
| Admin fee / account holder | $1,482 | $4,112-64.0% | $5,614-73.6% | $5,651-73.8% |