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 | $95,151 | $89,753+6.0% | $107,525-11.5% | $84,808+12.2% |
| Participation rate | 44.8% | 68.1%-23.2pp | 75.1%-30.2pp | 68.3%-23.5pp |
| Annual return | 12.85% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,479 | $4,056-14.2% | $5,116-32.0% | $4,212-17.4% |
| Admin fee / account holder | $1,757 | $7,222-75.7% | $8,919-80.3% | $7,344-76.1% |