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 | $155,176 | $228,332-32.0% | $185,823-16.5% | $158,922-2.4% |
| Participation rate | 47.4% | 82.3%-34.9pp | 78.0%-30.7pp | 82.0%-34.6pp |
| Annual return | 18.21% | 40.80%-22.6pp | 35.95%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,143 | $6,415-35.4% | $5,632-26.4% | $5,982-30.7% |
| Admin fee / account holder | $4,578 | $11,864-61.4% | $9,500-51.8% | $11,246-59.3% |