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 | $114,478 | $214,378-46.6% | $200,582-42.9% | $142,382-19.6% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 15.03% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,355 | $6,841-80.2% | $6,419-78.9% | $4,299-68.5% |
| Participant deferral / active EE | $4,017 | $9,865-59.3% | $9,331-57.0% | $6,507-38.3% |
| Admin fee / account holder | $1,215 | $17,692-93.1% | $16,305-92.5% | $12,624-90.4% |