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 | $57,101 | $72,492-21.2% | $87,100-34.4% | $72,985-21.8% |
| Participation rate | 48.7% | 72.8%-24.1pp | 76.9%-28.2pp | 69.5%-20.8pp |
| Annual return | 18.91% | 24.46%-5.5pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,670 | $3,270-18.3% | $4,049-34.1% | $3,607-26.0% |
| Admin fee / account holder | $1,736 | $5,055-65.7% | $7,497-76.8% | $5,124-66.1% |