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 | $126,754 | $144,119-12.0% | $117,854+7.6% | $147,584-14.1% |
| Participation rate | 15.0% | 83.4%-68.4pp | 79.7%-64.7pp | 82.8%-67.8pp |
| Annual return | 5.91% | 531.15%-525.2pp | 335.08%-329.2pp | 578.55%-572.6pp |
| Employer contribution / active EE | $127 | $4,896-97.4% | $3,786-96.6% | $4,876-97.4% |
| Participant deferral / active EE | $1,800 | $5,316-66.1% | $4,482-59.8% | $5,439-66.9% |
| Admin fee / account holder | $4,744 | $10,886-56.4% | $8,020-40.9% | $10,885-56.4% |