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 7-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 | $39,835 | $180,449-77.9% | $154,107-74.2% | $135,375-70.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.01% | 888.09%-900.1pp | 735.12%-747.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,110 | $6,035-81.6% | $5,298-79.0% | $4,779-76.8% |
| Participant deferral / active EE | $7,104 | $5,806+22.4% | $5,081+39.8% | $5,609+26.7% |
| Admin fee / account holder | $1,146 | $16,143-92.9% | $13,411-91.5% | $10,827-89.4% |