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 | $25,211 | $138,065-81.7% | $123,544-79.6% | $135,375-81.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -29.65% | 153.68%-183.3pp | 119.20%-148.8pp | 519.73%-549.4pp |
| Employer contribution / active EE | $2 | $5,151-100.0% | $4,628-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $8,011 | $6,799+17.8% | $6,426+24.7% | $5,609+42.8% |
| Admin fee / account holder | $2,212 | $10,916-79.7% | $9,284-76.2% | $10,827-79.6% |