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 6-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 | $68,115 | $111,754-39.0% | $103,333-34.1% | $145,922-53.3% |
| Participation rate | 31.8% | 77.9%-46.1pp | 74.5%-42.7pp | 80.3%-48.5pp |
| Annual return | 10.23% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $851 | $4,212-79.8% | $3,868-78.0% | $4,660-81.7% |
| Participant deferral / active EE | $1,599 | $5,619-71.5% | $5,057-68.4% | $6,688-76.1% |
| Admin fee / account holder | $2,498 | $9,750-74.4% | $8,355-70.1% | $13,397-81.4% |