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 | $155,688 | $228,332-31.8% | $185,823-16.2% | $158,922-2.0% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 5.30% | 40.80%-35.5pp | 35.95%-30.6pp | 302.83%-297.5pp |
| Employer contribution / active EE | $289 | $4,967-94.2% | $4,087-92.9% | $4,761-93.9% |
| Participant deferral / active EE | $2,299 | $6,415-64.2% | $5,632-59.2% | $5,982-61.6% |
| Admin fee / account holder | $30,436 | $11,864+156.5% | $9,500+220.4% | $11,246+170.6% |