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 | $138,641 | $167,307-17.1% | $143,757-3.6% | $134,475+3.1% |
| Participation rate | 38.1% | 84.8%-46.7pp | 80.3%-42.2pp | 81.2%-43.1pp |
| Annual return | -20.40% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,069 | $6,446-36.9% | $5,637-27.8% | $6,400-36.4% |
| Admin fee / account holder | $1,692 | $18,088-90.6% | $14,673-88.5% | $11,426-85.2% |