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 | $68,693 | $65,365+5.1% | $92,893-26.1% | $72,985-5.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 2.03% | 42.10%-40.1pp | 109.41%-107.4pp | 81.00%-79.0pp |
| Employer contribution / active EE | $424 | $2,594-83.7% | $3,653-88.4% | $2,440-82.6% |
| Participant deferral / active EE | $1,696 | $3,128-45.8% | $4,236-60.0% | $3,607-53.0% |
| Admin fee / account holder | $6,608 | $4,251+55.4% | $5,794+14.0% | $5,124+28.9% |