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 | $39,997 | $175,202-77.2% | $149,673-73.3% | $139,434-71.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 2.71% | 166.71%-164.0pp | 134.42%-131.7pp | 372.94%-370.2pp |
| Employer contribution / active EE | $1,031 | $5,474-81.2% | $4,818-78.6% | $4,751-78.3% |
| Participant deferral / active EE | $1,883 | $6,519-71.1% | $5,680-66.8% | $6,710-71.9% |
| Admin fee / account holder | $4,231 | $16,150-73.8% | $13,210-68.0% | $11,403-62.9% |