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 | $49,088 | $97,125-49.5% | $86,233-43.1% | $137,256-64.2% |
| Participation rate | 26.1% | 74.2%-48.1pp | 69.0%-42.9pp | 80.0%-53.9pp |
| Annual return | 11.95% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,333 | $5,180-74.3% | $4,559-70.8% | $6,407-79.2% |
| Admin fee / account holder | $537 | $9,725-94.5% | $8,342-93.6% | $12,270-95.6% |