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 9-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 | $43,970 | $45,035-2.4% | $62,995-30.2% | $70,131-37.3% |
| Participation rate | 13.2% | 69.5%-56.3pp | 74.8%-61.6pp | 69.5%-56.3pp |
| Annual return | 9.67% | 18.76%-9.1pp | 87.57%-77.9pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $808 | $2,465-67.2% | $3,329-75.7% | $3,332-75.7% |
| Admin fee / account holder | $575 | $2,834-79.7% | $3,600-84.0% | $4,645-87.6% |