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 | $45,474 | $63,355-28.2% | $91,989-50.6% | $72,985-37.7% |
| Participation rate | 34.5% | 72.5%-38.0pp | 78.6%-44.1pp | 69.5%-34.9pp |
| Annual return | -3.89% | 35.35%-39.2pp | 69.02%-72.9pp | 81.00%-84.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,607 | $4,883-26.1% | $5,923-39.1% | $3,6070% |
| Admin fee / account holder | $4,091 | $4,668-12.4% | $7,743-47.2% | $5,124-20.2% |