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 | $169,235 | $72,177+134.5% | $115,037+47.1% | $59,632+183.8% |
| Participation rate | 49.3% | 72.6%-23.2pp | 81.4%-32.1pp | 68.7%-19.4pp |
| Annual return | 0.51% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,777 | $4,783+20.8% | $6,026-4.1% | $3,192+81.0% |
| Admin fee / account holder | $35,953 | $4,927+629.7% | $8,175+339.8% | $4,297+736.7% |