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 | $46,505 | $167,484-72.2% | $151,611-69.3% | $134,475-65.4% |
| Participation rate | 61.1% | 88.4%-27.3pp | 87.5%-26.4pp | 81.2%-20.1pp |
| Annual return | -22.77% | 7.80%-30.6pp | 3.33%-26.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,301 | $8,986-63.3% | $8,363-60.5% | $6,400-48.4% |
| Admin fee / account holder | $10,814 | $13,783-21.5% | $11,616-6.9% | $11,426-5.4% |