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 3-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 | $11,927 | $29,667-59.8% | $56,441-78.9% | $80,874-85.3% |
| Participation rate | 7.8% | 41.7%-33.9pp | 52.5%-44.7pp | 67.6%-59.8pp |
| Annual return | 8.08% | 35.22%-27.1pp | 1704.21%-1696.1pp | 35.62%-27.5pp |
| Employer contribution / active EE | $1 | $669-99.9% | $1,039-99.9% | $2,756-100.0% |
| Participant deferral / active EE | $717 | $1,227-41.6% | $1,953-63.3% | $4,297-83.3% |
| Admin fee / account holder | $2,944 | $2,429+21.2% | $2,829+4.0% | $6,935-57.6% |