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 8-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 | $55,754 | $42,886+30.0% | $88,946-37.3% | $85,563-34.8% |
| Participation rate | 10.2% | 37.9%-27.8pp | 68.8%-58.7pp | 66.0%-55.8pp |
| Annual return | 12.55% | 44.56%-32.0pp | 57.82%-45.3pp | 31.51%-19.0pp |
| Employer contribution / active EE | $82 | $1,147-92.9% | $2,555-96.8% | $2,654-96.9% |
| Participant deferral / active EE | $537 | $2,108-74.5% | $4,581-88.3% | $4,375-87.7% |
| Admin fee / account holder | $12,772 | $2,263+464.3% | $8,261+54.6% | $834+1431.1% |