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 | $62,162 | $72,012-13.7% | $185,823-66.5% | $79,858-22.2% |
| Participation rate | 40.5% | 65.8%-25.3pp | 78.0%-37.6pp | 69.6%-29.2pp |
| Annual return | 1.35% | 23.12%-21.8pp | 35.95%-34.6pp | 31.71%-30.4pp |
| Employer contribution / active EE | $283 | $1,965-85.6% | $4,087-93.1% | $2,471-88.5% |
| Participant deferral / active EE | $1,539 | $3,779-59.3% | $5,632-72.7% | $3,740-58.9% |
| Admin fee / account holder | $5,260 | $4,513+16.6% | $9,500-44.6% | $5,306-0.9% |