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 | $27,263 | $57,541-52.6% | $95,745-71.5% | $75,163-63.7% |
| Participation rate | 60.0% | 62.5%-2.5pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 7.51% | 34.93%-27.4pp | 28.35%-20.8pp | 160.62%-153.1pp |
| Employer contribution / active EE | -$74 | $1,808-104.1% | $2,835-102.6% | $2,670-102.8% |
| Participant deferral / active EE | $3,096 | $3,074+0.7% | $4,245-27.1% | $4,125-24.9% |
| Admin fee / account holder | $6,885 | $4,099+68.0% | $5,678+21.3% | $5,651+21.8% |