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 | $56,619 | $131,829-57.1% | $108,579-47.9% | $273,961-79.3% |
| Participation rate | 35.7% | 83.5%-47.7pp | 79.6%-43.9pp | 83.0%-47.3pp |
| Annual return | 5.22% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $309 | $4,912-93.7% | $3,758-91.8% | $4,869-93.7% |
| Participant deferral / active EE | $1,667 | $5,127-67.5% | $4,311-61.3% | $5,287-68.5% |
| Admin fee / account holder | $7,462 | $10,252-27.2% | $7,645-2.4% | $10,132-26.4% |