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 4-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 | $11,741 | $54,705-78.5% | $71,209-83.5% | $84,808-86.2% |
| Participation rate | 20.7% | 64.1%-43.4pp | 73.8%-53.1pp | 68.3%-47.6pp |
| Annual return | 10.94% | 35.90%-25.0pp | 282.51%-271.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,508 | $3,030-50.3% | $4,175-63.9% | $4,212-64.2% |
| Admin fee / account holder | $7,835 | $4,863+61.1% | $5,349+46.5% | $7,344+6.7% |