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 | $79,409 | $86,929-8.7% | $102,423-22.5% | $80,856-1.8% |
| Participation rate | 38.3% | 72.4%-34.1pp | 76.5%-38.2pp | 67.6%-29.3pp |
| Annual return | 10.01% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $199 | $2,369-91.6% | $3,023-93.4% | $2,755-92.8% |
| Participant deferral / active EE | $2,439 | $4,118-40.8% | $5,053-51.7% | $4,296-43.2% |
| Admin fee / account holder | $7,269 | $8,049-9.7% | $9,451-23.1% | $6,918+5.1% |