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 | $71,779 | $135,952-47.2% | $123,892-42.1% | $273,961-73.8% |
| Participation rate | 47.6% | 84.1%-36.4pp | 81.4%-33.8pp | 83.0%-35.4pp |
| Annual return | 6.06% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $256 | $5,170-95.0% | $4,617-94.5% | $4,869-94.7% |
| Participant deferral / active EE | $2,528 | $6,343-60.1% | $5,984-57.8% | $5,287-52.2% |
| Admin fee / account holder | $14,926 | $9,817+52.0% | $8,357+78.6% | $10,132+47.3% |