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 | $66,253 | $46,674+41.9% | $117,472-43.6% | $68,494-3.3% |
| Participation rate | 15.0% | 56.8%-41.8pp | 70.6%-55.6pp | 67.9%-52.9pp |
| Annual return | -22.37% | -14.52%-7.9pp | 29.74%-52.1pp | -7.84%-14.5pp |
| Employer contribution / active EE | $225 | $1,505-85.0% | $4,176-94.6% | $2,596-91.3% |
| Participant deferral / active EE | $2,100 | $2,636-20.4% | $4,070-48.4% | $4,027-47.9% |
| Admin fee / account holder | $1,884 | $4,020-53.1% | $5,645-66.6% | $5,403-65.1% |