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 | $76,264 | $175,202-56.5% | $149,673-49.0% | $139,434-45.3% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.2pp |
| Annual return | 8.67% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $493 | $5,474-91.0% | $4,818-89.8% | $4,751-89.6% |
| Participant deferral / active EE | $4,923 | $6,519-24.5% | $5,680-13.3% | $6,710-26.6% |
| Admin fee / account holder | $210,213 | $16,150+1201.6% | $13,210+1491.3% | $11,403+1743.6% |