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 | $81,541 | $66,098+23.4% | $101,794-19.9% | $74,304+9.7% |
| Participation rate | 20.0% | 53.8%-33.8pp | 69.2%-49.2pp | 60.3%-40.3pp |
| Annual return | 14.77% | 19.59%-4.8pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,447 | $2,781-48.0% | $4,084-64.6% | $3,767-61.6% |
| Admin fee / account holder | $30,500 | $4,146+635.7% | $8,777+247.5% | $2,969+927.3% |