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 | $91,362 | $100,041-8.7% | $149,718-39.0% | $70,131+30.3% |
| Participation rate | 31.4% | 83.6%-52.2pp | 87.1%-55.7pp | 69.5%-38.1pp |
| Annual return | 11.91% | 27.43%-15.5pp | 1501.63%-1489.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,060 | $3,662-71.0% | $5,445-80.5% | $2,342-54.7% |
| Participant deferral / active EE | $2,971 | $4,983-40.4% | $6,569-54.8% | $3,332-10.8% |
| Admin fee / account holder | $2,084 | $8,286-74.9% | $11,283-81.5% | $4,645-55.1% |