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 | $70,614 | $91,538-22.9% | $129,995-45.7% | $75,163-6.1% |
| Participation rate | 69.7% | 71.4%-1.7pp | 78.5%-8.8pp | 67.2%+2.5pp |
| Annual return | 12.27% | -631.11%+643.4pp | -137.18%+149.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $684 | $2,845-76.0% | $4,320-84.2% | $2,670-74.4% |
| Participant deferral / active EE | $3,165 | $4,341-27.1% | $5,820-45.6% | $4,125-23.3% |
| Admin fee / account holder | $1,105 | $6,790-83.7% | $10,614-89.6% | $5,651-80.5% |