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 | $83,995 | $127,386-34.1% | $115,037-27.0% | $125,391-33.0% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 3.30% | 31.28%-28.0pp | 26.14%-22.8pp | 282.22%-278.9pp |
| Employer contribution / active EE | $452 | $5,166-91.3% | $4,608-90.2% | $4,866-90.7% |
| Participant deferral / active EE | $6,551 | $6,423+2.0% | $6,026+8.7% | $5,352+22.4% |
| Admin fee / account holder | $128,298 | $9,516+1248.2% | $8,175+1469.4% | $9,540+1244.8% |