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 4-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 | $42,783 | $168,632-74.6% | $147,614-71.0% | $125,391-65.9% |
| Participation rate | 11.1% | 88.8%-77.7pp | 84.6%-73.5pp | 83.2%-72.1pp |
| Annual return | -4.85% | 77.65%-82.5pp | 61.98%-66.8pp | 282.22%-287.1pp |
| Employer contribution / active EE | $1,169 | $6,252-81.3% | $5,564-79.0% | $4,866-76.0% |
| Participant deferral / active EE | $1,829 | $5,507-66.8% | $4,895-62.6% | $5,352-65.8% |
| Admin fee / account holder | $14,768 | $13,580+8.8% | $11,611+27.2% | $9,540+54.8% |