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 | $76,314 | $135,952-43.9% | $123,892-38.4% | $273,961-72.1% |
| Participation rate | 68.2% | 84.1%-15.9pp | 81.4%-13.2pp | 83.0%-14.8pp |
| Annual return | 7.80% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $209 | $5,170-96.0% | $4,617-95.5% | $4,869-95.7% |
| Participant deferral / active EE | $4,263 | $6,343-32.8% | $5,984-28.8% | $5,287-19.4% |
| Admin fee / account holder | $2,645 | $9,817-73.1% | $8,357-68.4% | $10,132-73.9% |