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 9-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 | $42,637 | $59,101-27.9% | $77,163-44.7% | $75,163-43.3% |
| Participation rate | 27.0% | 63.9%-36.9pp | 69.6%-42.6pp | 67.2%-40.2pp |
| Annual return | 9.29% | 26.71%-17.4pp | 37.87%-28.6pp | 160.62%-151.3pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,791 | $2,999-40.3% | $3,833-53.3% | $4,125-56.6% |
| Admin fee / account holder | $14,876 | $4,774+211.6% | $5,472+171.8% | $5,651+163.2% |