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 | $39,494 | $53,822-26.6% | $75,696-47.8% | $85,850-54.0% |
| Participation rate | 40.0% | 69.1%-29.1pp | 74.8%-34.8pp | 69.3%-29.3pp |
| Annual return | 8.83% | 24.54%-15.7pp | 104.53%-95.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $165 | $2,017-91.8% | $2,743-94.0% | $2,565-93.6% |
| Participant deferral / active EE | $1,139 | $2,895-60.7% | $3,821-70.2% | $3,952-71.2% |
| Admin fee / account holder | $2,516 | $3,343-24.7% | $3,619-30.5% | $6,260-59.8% |