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 | $38,329 | $209,411-81.7% | $178,490-78.5% | $158,922-75.9% |
| Participation rate | 36.4% | 86.3%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | -6.90% | 188.75%-195.7pp | 151.07%-158.0pp | 302.83%-309.7pp |
| Employer contribution / active EE | $1,075 | $5,706-81.2% | $5,011-78.5% | $4,761-77.4% |
| Participant deferral / active EE | $2,091 | $5,954-64.9% | $5,202-59.8% | $5,982-65.0% |
| Admin fee / account holder | $13,721 | $17,074-19.6% | $13,984-1.9% | $11,246+22.0% |