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 | $35,021 | $83,908-58.3% | $68,509-48.9% | $125,391-72.1% |
| Participation rate | 46.7% | 78.2%-31.5pp | 74.7%-28.1pp | 83.2%-36.5pp |
| Annual return | -4.69% | 14.48%-19.2pp | 8.27%-13.0pp | 282.22%-286.9pp |
| Employer contribution / active EE | $211 | $3,031-93.1% | $2,278-90.8% | $4,866-95.7% |
| Participant deferral / active EE | $1,131 | $4,125-72.6% | $3,382-66.6% | $5,352-78.9% |
| Admin fee / account holder | $8,128 | $8,982-9.5% | $5,275+54.1% | $9,540-14.8% |