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 | $75,669 | $61,272+23.5% | $149,673-49.4% | $71,457+5.9% |
| Participation rate | 39.8% | 62.5%-22.7pp | 78.8%-38.9pp | 67.9%-28.1pp |
| Annual return | 16.14% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $101 | $2,378-95.8% | $4,818-97.9% | $2,588-96.1% |
| Participant deferral / active EE | $942 | $2,917-67.7% | $5,680-83.4% | $4,289-78.0% |
| Admin fee / account holder | $23,258 | $1,261+1743.9% | $13,210+76.1% | $1,587+1365.2% |