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 | $48,400 | $72,277-33.0% | $101,248-52.2% | $79,858-39.4% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 20.07% | 22.30%-2.2pp | 46.47%-26.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $251 | $2,692-90.7% | $3,660-93.1% | $2,471-89.9% |
| Participant deferral / active EE | $1,556 | $3,282-52.6% | $4,370-64.4% | $3,740-58.4% |
| Admin fee / account holder | $1,852 | $4,400-57.9% | $5,945-68.9% | $5,306-65.1% |