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 | $53,485 | $86,929-38.5% | $102,423-47.8% | $80,856-33.9% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.5pp | 67.6%-1.6pp |
| Annual return | 8.58% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $270 | $2,369-88.6% | $3,023-91.1% | $2,755-90.2% |
| Participant deferral / active EE | $1,962 | $4,118-52.4% | $5,053-61.2% | $4,296-54.3% |
| Admin fee / account holder | $21,343 | $8,049+165.2% | $9,451+125.8% | $6,918+208.5% |