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 | $52,029 | $78,926-34.1% | $136,749-62.0% | $84,808-38.7% |
| Participation rate | 41.9% | 62.2%-20.2pp | 72.1%-30.2pp | 68.3%-26.4pp |
| Annual return | 10.06% | 18.17%-8.1pp | 24.33%-14.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,447 | $3,168-54.3% | $4,692-69.2% | $4,212-65.6% |
| Admin fee / account holder | $1,942 | $6,369-69.5% | $11,386-82.9% | $7,344-73.6% |