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 | $74,879 | $82,664-9.4% | $125,339-40.3% | $68,494+9.3% |
| Participation rate | 55.3% | 75.0%-19.8pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -21.79% | -5.97%-15.8pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,668 | $6,110-56.3% | $7,446-64.2% | $4,027-33.7% |
| Admin fee / account holder | $7,691 | $6,275+22.6% | $10,010-23.2% | $5,403+42.4% |