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 | $28,297 | $135,952-79.2% | $123,892-77.2% | $273,961-89.7% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 2.56% | 56.63%-54.1pp | 47.52%-45.0pp | 41.45%-38.9pp |
| Employer contribution / active EE | $772 | $5,170-85.1% | $4,617-83.3% | $4,869-84.1% |
| Participant deferral / active EE | $2,737 | $6,343-56.8% | $5,984-54.3% | $5,287-48.2% |
| Admin fee / account holder | $88,419 | $9,817+800.7% | $8,357+958.0% | $10,132+772.7% |