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 | $54,903 | $89,698-38.8% | $103,476-46.9% | $80,856-32.1% |
| Participation rate | 30.6% | 76.0%-45.4pp | 80.5%-50.0pp | 67.6%-37.1pp |
| Annual return | 19.19% | 22.78%-3.6pp | 23.90%-4.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $989 | $4,018-75.4% | $4,672-78.8% | $2,755-64.1% |
| Participant deferral / active EE | $1,867 | $5,456-65.8% | $6,623-71.8% | $4,296-56.5% |
| Admin fee / account holder | $14,274 | $6,768+110.9% | $9,413+51.6% | $6,918+106.3% |