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 | $52,706 | $65,365-19.4% | $92,893-43.3% | $72,985-27.8% |
| Participation rate | 51.3% | 68.3%-17.0pp | 76.0%-24.7pp | 69.5%-18.2pp |
| Annual return | 13.01% | 42.10%-29.1pp | 109.41%-96.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $460 | $2,594-82.3% | $3,653-87.4% | $2,440-81.2% |
| Participant deferral / active EE | $2,479 | $3,128-20.8% | $4,236-41.5% | $3,607-31.3% |
| Admin fee / account holder | $477 | $4,251-88.8% | $5,794-91.8% | $5,124-90.7% |