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 | $139,816 | $126,574+10.5% | $106,213+31.6% | $145,922-4.2% |
| Participation rate | 29.2% | 77.6%-48.5pp | 75.3%-46.1pp | 80.3%-51.1pp |
| Annual return | 8.03% | 224.79%-216.8pp | 116.14%-108.1pp | 561.29%-553.3pp |
| Employer contribution / active EE | $665 | $3,730-82.2% | $3,171-79.0% | $4,660-85.7% |
| Participant deferral / active EE | $2,526 | $5,724-55.9% | $5,016-49.6% | $6,688-62.2% |
| Admin fee / account holder | $5,775 | $17,304-66.6% | $11,033-47.7% | $13,397-56.9% |