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 | $20,202 | $80,717-75.0% | $154,803-87.0% | $84,808-76.2% |
| Participation rate | 48.0% | 66.8%-18.8pp | 78.1%-30.1pp | 68.3%-20.3pp |
| Annual return | 10.73% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $283 | $2,761-89.7% | $4,305-93.4% | $2,631-89.2% |
| Participant deferral / active EE | $1,771 | $3,303-46.4% | $5,540-68.0% | $4,212-57.9% |
| Admin fee / account holder | $1,581 | $6,746-76.6% | $14,329-89.0% | $7,344-78.5% |