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 | $52,680 | $54,762-3.8% | $90,281-41.6% | $72,985-27.8% |
| Participation rate | 36.0% | 65.1%-29.1pp | 73.3%-37.3pp | 69.5%-33.5pp |
| Annual return | 37.68% | 30.63%+7.1pp | 78.10%-40.4pp | 81.00%-43.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,686 | $2,887+131.6% | $3,885+72.1% | $3,607+85.3% |
| Admin fee / account holder | $3,882 | $3,972-2.3% | $5,351-27.4% | $5,124-24.2% |