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 | $96,244 | $150,440-36.0% | $136,294-29.4% | $147,584-34.8% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 7.03% | 1049.08%-1042.0pp | 5155.94%-5148.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $739 | $5,256-85.9% | $4,695-84.3% | $4,876-84.8% |
| Participant deferral / active EE | $5,018 | $6,630-24.3% | $6,247-19.7% | $5,439-7.7% |
| Admin fee / account holder | $2,626 | $10,905-75.9% | $9,243-71.6% | $10,885-75.9% |