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 | $55,667 | $159,901-65.2% | $146,958-62.1% | $145,922-61.9% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.6pp |
| Annual return | 6.01% | 98.13%-92.1pp | 418.34%-412.3pp | 561.29%-555.3pp |
| Employer contribution / active EE | $469 | $5,286-91.1% | $4,933-90.5% | $4,660-89.9% |
| Participant deferral / active EE | $4,049 | $8,428-52.0% | $8,070-49.8% | $6,688-39.5% |
| Admin fee / account holder | $16,504 | $15,044+9.7% | $12,998+27.0% | $13,397+23.2% |