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 6-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 | $16,834 | $77,899-78.4% | $149,673-88.8% | $75,163-77.6% |
| Participation rate | 12.2% | 65.6%-53.3pp | 78.8%-66.5pp | 67.2%-54.9pp |
| Annual return | -2.08% | 31.72%-33.8pp | 134.42%-136.5pp | 160.62%-162.7pp |
| Employer contribution / active EE | $81 | $3,137-97.4% | $4,818-98.3% | $2,670-97.0% |
| Participant deferral / active EE | $882 | $3,411-74.2% | $5,680-84.5% | $4,125-78.6% |
| Admin fee / account holder | $8,667 | $5,956+45.5% | $13,210-34.4% | $5,651+53.4% |