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 | $43,199 | $153,772-71.9% | $133,980-67.8% | $273,961-84.2% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | 17.80% | 36.51%-18.7pp | 29.30%-11.5pp | 41.45%-23.6pp |
| Employer contribution / active EE | $906 | $6,029-85.0% | $5,211-82.6% | $4,869-81.4% |
| Participant deferral / active EE | $5,213 | $6,958-25.1% | $6,282-17.0% | $5,287-1.4% |
| Admin fee / account holder | $1,554 | $11,765-86.8% | $9,324-83.3% | $10,132-84.7% |