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 5-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 | $28,792 | $113,935-74.7% | $94,224-69.4% | $125,391-77.0% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -4.22% | 5.29%-9.5pp | 10.68%-14.9pp | 282.22%-286.4pp |
| Employer contribution / active EE | $447 | $4,727-90.5% | $3,587-87.5% | $4,866-90.8% |
| Participant deferral / active EE | $1,790 | $5,179-65.4% | $4,320-58.6% | $5,352-66.6% |
| Admin fee / account holder | $371 | $8,391-95.6% | $6,269-94.1% | $9,540-96.1% |