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 | $71,168 | $78,705-9.6% | $117,854-39.6% | $70,131+1.5% |
| Participation rate | 51.2% | 73.2%-22.0pp | 79.7%-28.5pp | 69.5%-18.4pp |
| Annual return | 10.79% | 23.30%-12.5pp | 335.08%-324.3pp | 73.14%-62.3pp |
| Employer contribution / active EE | $264 | $2,223-88.1% | $3,786-93.0% | $2,342-88.7% |
| Participant deferral / active EE | $1,676 | $3,297-49.2% | $4,482-62.6% | $3,332-49.7% |
| Admin fee / account holder | $1,030 | $5,065-79.7% | $8,020-87.2% | $4,645-77.8% |