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 | $140,658 | $138,065+1.9% | $123,544+13.9% | $135,375+3.9% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 0.29% | 153.68%-153.4pp | 119.20%-118.9pp | 519.73%-519.4pp |
| Employer contribution / active EE | $688 | $5,151-86.6% | $4,628-85.1% | $4,779-85.6% |
| Participant deferral / active EE | $2,988 | $6,799-56.1% | $6,426-53.5% | $5,609-46.7% |
| Admin fee / account holder | $11,327 | $10,916+3.8% | $9,284+22.0% | $10,827+4.6% |