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 | $76,005 | $48,274+57.4% | $63,517+19.7% | $59,632+27.5% |
| Participation rate | 51.7% | 66.3%-14.6pp | 71.0%-19.3pp | 68.7%-16.9pp |
| Annual return | -2.78% | -240.79%+238.0pp | -70.30%+67.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,156 | $2,343+34.7% | $2,953+6.9% | $3,192-1.1% |
| Admin fee / account holder | $5,804 | $3,600+61.2% | $5,892-1.5% | $4,297+35.1% |