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 | $106,577 | $74,661+42.7% | $160,784-33.7% | $67,986+56.8% |
| Participation rate | 18.8% | 57.1%-38.4pp | 77.0%-58.2pp | 57.2%-38.5pp |
| Annual return | 11.38% | 28.83%-17.5pp | 1803.92%-1792.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $227 | $1,829-87.6% | $3,733-93.9% | $2,019-88.7% |
| Participant deferral / active EE | $1,843 | $3,681-49.9% | $6,293-70.7% | $3,358-45.1% |
| Admin fee / account holder | $44,254 | $3,959+1017.8% | $9,717+355.4% | $3,203+1281.6% |