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 | $82,034 | $209,411-60.8% | $178,490-54.0% | $158,922-48.4% |
| Participation rate | 31.8% | 86.3%-54.5pp | 81.9%-50.1pp | 82.0%-50.1pp |
| Annual return | -2.43% | 188.75%-191.2pp | 151.07%-153.5pp | 302.83%-305.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,356 | $5,954-60.4% | $5,202-54.7% | $5,982-60.6% |
| Admin fee / account holder | $5,888 | $17,074-65.5% | $13,984-57.9% | $11,246-47.6% |