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 7-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 | $31,906 | $138,044-76.9% | $125,339-74.5% | $134,475-76.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -31.58% | 750.33%-781.9pp | 572.05%-603.6pp | 417.96%-449.5pp |
| Employer contribution / active EE | $812 | $5,243-84.5% | $4,814-83.1% | $4,740-82.9% |
| Participant deferral / active EE | $4,797 | $7,799-38.5% | $7,446-35.6% | $6,400-25.0% |
| Admin fee / account holder | $945 | $11,571-91.8% | $10,010-90.6% | $11,426-91.7% |