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 | $18,475 | $27,915-33.8% | $58,482-68.4% | $75,163-75.4% |
| Participation rate | 62.8% | 38.8%+24.0pp | 50.9%+11.9pp | 67.2%-4.4pp |
| Annual return | 12.06% | 44.20%-32.1pp | 4239.32%-4227.3pp | 160.62%-148.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $715 | $1,201-40.5% | $1,924-62.8% | $4,125-82.7% |
| Admin fee / account holder | $3,194 | $1,726+85.1% | $2,516+27.0% | $5,651-43.5% |