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 | $66,280 | $96,484-31.3% | $156,263-57.6% | $74,304-10.8% |
| Participation rate | 27.0% | 67.7%-40.6pp | 78.9%-51.9pp | 60.3%-33.3pp |
| Annual return | 21.42% | 17.73%+3.7pp | 59.47%-38.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,445 | $4,286-43.0% | $6,158-60.3% | $3,767-35.1% |
| Admin fee / account holder | $1,287 | $3,728-65.5% | $14,255-91.0% | $2,969-56.6% |