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 8-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 | $39,880 | $178,174-77.6% | $156,181-74.5% | $137,256-70.9% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 9.83% | 84.19%-74.4pp | 64.87%-55.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $557 | $4,972-88.8% | $4,294-87.0% | $4,156-86.6% |
| Participant deferral / active EE | $2,432 | $6,888-64.7% | $6,132-60.3% | $6,407-62.0% |
| Admin fee / account holder | $134,743 | $17,404+674.2% | $14,586+823.8% | $12,270+998.1% |