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 | $14,921 | $60,022-75.1% | $88,946-83.2% | $84,808-82.4% |
| Participation rate | 54.9% | 57.8%-2.9pp | 68.8%-13.9pp | 68.3%-13.4pp |
| Annual return | 13.20% | 22.43%-9.2pp | 57.82%-44.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,506 | $3,114-19.5% | $4,581-45.3% | $4,212-40.5% |
| Admin fee / account holder | $1,324 | $4,811-72.5% | $8,261-84.0% | $7,344-82.0% |