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 7-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 | $63,040 | $176,056-64.2% | $159,436-60.5% | $167,490-62.4% |
| Participation rate | 58.8% | 84.9%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 9.02% | 331.75%-322.7pp | 263.57%-254.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $595 | $5,297-88.8% | $4,829-87.7% | $4,837-87.7% |
| Participant deferral / active EE | $2,899 | $7,750-62.6% | $7,352-60.6% | $6,341-54.3% |
| Admin fee / account holder | $845 | $12,554-93.3% | $10,799-92.2% | $12,309-93.1% |