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 | $42,044 | $49,227-14.6% | $70,449-40.3% | $79,858-47.4% |
| Participation rate | 37.5% | 69.2%-31.7pp | 75.1%-37.6pp | 69.6%-32.1pp |
| Annual return | 4.55% | 30.06%-25.5pp | 109.03%-104.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,523 | $2,768-45.0% | $3,709-58.9% | $3,740-59.3% |
| Admin fee / account holder | $5,782 | $2,878+100.9% | $3,845+50.4% | $5,306+9.0% |