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 | $131,153 | $60,022+118.5% | $88,946+47.5% | $84,808+54.6% |
| Participation rate | 63.0% | 57.8%+5.1pp | 68.8%-5.9pp | 68.3%-5.3pp |
| Annual return | 10.26% | 22.43%-12.2pp | 57.82%-47.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,286 | $3,114-26.6% | $4,581-50.1% | $4,212-45.7% |
| Admin fee / account holder | $6,672 | $4,811+38.7% | $8,261-19.2% | $7,344-9.1% |