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 | $40,211 | $58,512-31.3% | $84,015-52.1% | $72,985-44.9% |
| Participation rate | 43.2% | 61.2%-18.0pp | 69.0%-25.8pp | 69.5%-26.2pp |
| Annual return | 14.97% | 28.93%-14.0pp | 71.31%-56.3pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,371 | $2,394-42.7% | $3,239-57.7% | $3,607-62.0% |
| Admin fee / account holder | $993 | $4,569-78.3% | $6,101-83.7% | $5,124-80.6% |