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 3-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 | $50,475 | $183,519-72.5% | $155,509-67.5% | $145,922-65.4% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 6.48% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,259 | $6,462-65.1% | $5,626-59.9% | $6,688-66.2% |
| Admin fee / account holder | $35,807 | $19,313+85.4% | $15,912+125.0% | $13,397+167.3% |