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 | $35,152 | $96,557-63.6% | $80,975-56.6% | $273,961-87.2% |
| Participation rate | 30.0% | 79.1%-49.1pp | 75.8%-45.8pp | 83.0%-53.0pp |
| Annual return | 5.49% | 15.14%-9.7pp | 17.10%-11.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,631 | $6,598-60.1% | $5,696-53.8% | $5,287-50.2% |
| Admin fee / account holder | $5,385 | $7,492-28.1% | $5,516-2.4% | $10,132-46.9% |