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 | $92,903 | $87,135+6.6% | $206,214-54.9% | $116,875-20.5% |
| Participation rate | 38.1% | 76.8%-38.7pp | 82.4%-44.3pp | 74.5%-36.4pp |
| Annual return | 7.00% | 22.51%-15.5pp | -1.60%+8.6pp | 16.29%-9.3pp |
| Employer contribution / active EE | $0 | $3,046-100.0% | $5,967-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,494 | $3,898-61.7% | $4,649-67.9% | $3,885-61.5% |
| Admin fee / account holder | $15,634 | $8,630+81.2% | $13,671+14.4% | $12,263+27.5% |