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 5-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 | $38,828 | $167,307-76.8% | $143,757-73.0% | $134,475-71.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -30.80% | 0.46%-31.3pp | -0.04%-30.8pp | 417.96%-448.8pp |
| Employer contribution / active EE | $1,018 | $5,619-81.9% | $4,951-79.4% | $4,740-78.5% |
| Participant deferral / active EE | $8,200 | $6,446+27.2% | $5,637+45.5% | $6,400+28.1% |
| Admin fee / account holder | $823 | $18,088-95.5% | $14,673-94.4% | $11,426-92.8% |