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 10-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 | $76,022 | $70,428+7.9% | $96,562-21.3% | $85,850-11.4% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 10.20% | 18.59%-8.4pp | 37.78%-27.6pp | 318.53%-308.3pp |
| Employer contribution / active EE | -$5 | $1,413-100.4% | $2,356-100.2% | $2,565-100.2% |
| Participant deferral / active EE | $1,666 | $2,894-42.4% | $3,849-56.7% | $3,952-57.8% |
| Admin fee / account holder | $1,633 | $4,997-67.3% | $6,181-73.6% | $6,260-73.9% |