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 | $39,322 | $71,050-44.7% | $93,606-58.0% | $80,856-51.4% |
| Participation rate | 35.4% | 60.4%-25.0pp | 68.7%-33.4pp | 67.6%-32.3pp |
| Annual return | 7.10% | 11.26%-4.2pp | 133.20%-126.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $175 | $1,564-88.8% | $2,420-92.8% | $2,755-93.7% |
| Participant deferral / active EE | $1,850 | $4,034-54.1% | $4,411-58.1% | $4,296-56.9% |
| Admin fee / account holder | $4,387 | $6,945-36.8% | $8,285-47.0% | $6,918-36.6% |