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 | $56,112 | $81,460-31.1% | $103,333-45.7% | $80,856-30.6% |
| Participation rate | 32.0% | 66.8%-34.8pp | 74.5%-42.5pp | 67.6%-35.6pp |
| Annual return | 9.13% | 25.55%-16.4pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,646 | $3,869-57.4% | $5,057-67.4% | $4,296-61.7% |
| Admin fee / account holder | $649 | $6,566-90.1% | $8,355-92.2% | $6,918-90.6% |