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 | $32,374 | $68,547-52.8% | $120,354-73.1% | $80,856-60.0% |
| Participation rate | 45.7% | 61.6%-15.9pp | 71.9%-26.2pp | 67.6%-21.9pp |
| Annual return | 4.02% | 23.60%-19.6pp | 107.15%-103.1pp | 35.59%-31.6pp |
| Employer contribution / active EE | $287 | $2,051-86.0% | $3,463-91.7% | $2,755-89.6% |
| Participant deferral / active EE | $1,647 | $3,173-48.1% | $4,991-67.0% | $4,296-61.7% |
| Admin fee / account holder | $30,736 | $5,732+436.2% | $9,423+226.2% | $6,918+344.3% |