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 | $54,379 | $72,492-25.0% | $87,100-37.6% | $72,985-25.5% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.9%-32.4pp | 69.5%-25.0pp |
| Annual return | 1.01% | 24.46%-23.4pp | 28.19%-27.2pp | 81.00%-80.0pp |
| Employer contribution / active EE | $392 | $1,894-79.3% | $2,521-84.5% | $2,440-83.9% |
| Participant deferral / active EE | $2,132 | $3,270-34.8% | $4,049-47.3% | $3,607-40.9% |
| Admin fee / account holder | $2,414 | $5,055-52.2% | $7,497-67.8% | $5,124-52.9% |