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 | $47,008 | $61,272-23.3% | $149,673-68.6% | $71,457-34.2% |
| Participation rate | 21.5% | 62.5%-41.0pp | 78.8%-57.3pp | 67.9%-46.4pp |
| Annual return | 11.62% | 35.85%-24.2pp | 134.42%-122.8pp | 28.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,182 | $2,917-59.5% | $5,680-79.2% | $4,289-72.4% |
| Admin fee / account holder | $4,521 | $1,261+258.4% | $13,210-65.8% | $1,587+184.8% |