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 | $116,846 | $82,664+41.4% | $125,339-6.8% | $68,494+70.6% |
| Participation rate | 58.1% | 75.0%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -28.28% | -5.97%-22.3pp | 572.05%-600.3pp | -7.84%-20.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,639 | $6,110-7.7% | $7,446-24.3% | $4,027+40.0% |
| Admin fee / account holder | $1,425 | $6,275-77.3% | $10,010-85.8% | $5,403-73.6% |