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 | $176,775 | $87,037+103.1% | $106,201+66.5% | $80,874+118.6% |
| Participation rate | 48.6% | 70.4%-21.9pp | 75.3%-26.7pp | 67.6%-19.1pp |
| Annual return | 10.11% | 17.05%-6.9pp | 116.26%-106.2pp | 35.62%-25.5pp |
| Employer contribution / active EE | $454 | $2,396-81.0% | $3,170-85.7% | $2,756-83.5% |
| Participant deferral / active EE | $2,460 | $3,986-38.3% | $5,012-50.9% | $4,297-42.8% |
| Admin fee / account holder | $28,267 | $8,434+235.2% | $11,039+156.1% | $6,935+307.6% |