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 | $60,413 | $91,190-33.7% | $178,490-66.2% | $79,858-24.3% |
| Participation rate | 38.6% | 69.2%-30.6pp | 81.9%-43.3pp | 69.6%-31.0pp |
| Annual return | 7.34% | 24.19%-16.8pp | 151.07%-143.7pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,273 | $3,236-29.8% | $5,202-56.3% | $3,740-39.2% |
| Admin fee / account holder | $439 | $6,751-93.5% | $13,984-96.9% | $5,306-91.7% |