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 | $28,395 | $163,101-82.6% | $136,749-79.2% | $142,382-80.1% |
| Participation rate | 26.7% | 78.2%-51.6pp | 72.1%-45.5pp | 80.1%-53.5pp |
| Annual return | 3.13% | 27.54%-24.4pp | 24.33%-21.2pp | 217.08%-213.9pp |
| Employer contribution / active EE | $465 | $4,117-88.7% | $3,400-86.3% | $4,299-89.2% |
| Participant deferral / active EE | $1,675 | $5,585-70.0% | $4,692-64.3% | $6,507-74.3% |
| Admin fee / account holder | $1,008 | $14,318-93.0% | $11,386-91.1% | $12,624-92.0% |