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 7-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 | $23,197 | $142,344-83.7% | $119,609-80.6% | $134,475-82.8% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -57.93% | -12.44%-45.5pp | -14.97%-43.0pp | 417.96%-475.9pp |
| Employer contribution / active EE | $1,013 | $5,222-80.6% | $4,232-76.1% | $4,740-78.6% |
| Participant deferral / active EE | $3,230 | $6,469-50.1% | $5,602-42.3% | $6,400-49.5% |
| Admin fee / account holder | $128,767 | $13,584+847.9% | $10,323+1147.3% | $11,426+1027.0% |