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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,248 | $64,121-10.7% | $78,805-27.4% | $116,875-51.0% |
| Participation rate | 32.7% | 71.0%-38.3pp | 73.6%-40.9pp | 74.5%-41.9pp |
| Annual return | 14.35% | 16.32%-2.0pp | -2.71%+17.1pp | 16.29%-1.9pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,680 | $2,757-39.1% | $3,584-53.1% | $3,885-56.8% |
| Admin fee / account holder | $5,420 | $5,745-5.7% | $5,677-4.5% | $12,263-55.8% |