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 | $72,465 | $101,724-28.8% | $164,813-56.0% | $80,856-10.4% |
| Participation rate | 12.8% | 71.8%-59.0pp | 78.6%-65.8pp | 67.6%-54.8pp |
| Annual return | 10.86% | 16.72%-5.9pp | 69.93%-59.1pp | 35.59%-24.7pp |
| Employer contribution / active EE | $582 | $2,953-80.3% | $4,341-86.6% | $2,755-78.9% |
| Participant deferral / active EE | $4,427 | $4,477-1.1% | $6,031-26.6% | $4,296+3.1% |
| Admin fee / account holder | $117,138 | $8,227+1323.8% | $12,690+823.1% | $6,918+1593.2% |