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 | $55,093 | $46,553+18.3% | $64,056-14.0% | $75,163-26.7% |
| Participation rate | 47.1% | 65.9%-18.9pp | 72.3%-25.2pp | 67.2%-20.1pp |
| Annual return | 10.77% | 26.03%-15.3pp | 33.69%-22.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,391 | $2,837-15.7% | $3,880-38.4% | $4,125-42.0% |
| Admin fee / account holder | $963 | $2,952-67.4% | $3,068-68.6% | $5,651-83.0% |