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 | $47,259 | $89,355-47.1% | $141,162-66.5% | $72,985-35.2% |
| Participation rate | 54.9% | 75.1%-20.2pp | 82.5%-27.6pp | 69.5%-14.6pp |
| Annual return | 4.15% | 111.85%-107.7pp | 71.39%-67.2pp | 81.00%-76.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,433 | $5,418-55.1% | $6,709-63.7% | $3,607-32.6% |
| Admin fee / account holder | $6,720 | $5,958+12.8% | $10,261-34.5% | $5,124+31.1% |