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 | $63,785 | $77,634-17.8% | $156,549-59.3% | $62,891+1.4% |
| Participation rate | 46.5% | 71.2%-24.7pp | 84.0%-37.5pp | 69.3%-22.8pp |
| Annual return | 6.62% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,740 | $3,045+22.8% | $4,871-23.2% | $3,203+16.8% |
| Admin fee / account holder | $4,048 | $5,561-27.2% | $13,027-68.9% | $4,296-5.8% |