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 | $67,605 | $89,753-24.7% | $107,525-37.1% | $84,808-20.3% |
| Participation rate | 41.7% | 68.1%-26.4pp | 75.1%-33.4pp | 68.3%-26.6pp |
| Annual return | 11.13% | 29.48%-18.3pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $672 | $3,113-78.4% | $3,754-82.1% | $2,631-74.5% |
| Participant deferral / active EE | $2,025 | $4,056-50.1% | $5,116-60.4% | $4,212-51.9% |
| Admin fee / account holder | $1,462 | $7,222-79.8% | $8,919-83.6% | $7,344-80.1% |