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 9-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 | $38,842 | $96,557-59.8% | $80,975-52.0% | $273,961-85.8% |
| Participation rate | 47.4% | 79.1%-31.7pp | 75.8%-28.4pp | 83.0%-35.6pp |
| Annual return | 8.31% | 15.14%-6.8pp | 17.10%-8.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,263 | $6,598-5.1% | $5,696+10.0% | $5,287+18.5% |
| Admin fee / account holder | $16,488 | $7,492+120.1% | $5,516+198.9% | $10,132+62.7% |