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 | $53,977 | $89,753-39.9% | $107,525-49.8% | $84,808-36.4% |
| Participation rate | 54.8% | 68.1%-13.3pp | 75.1%-20.3pp | 68.3%-13.5pp |
| Annual return | 13.09% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $48 | $3,113-98.5% | $3,754-98.7% | $2,631-98.2% |
| Participant deferral / active EE | $2,342 | $4,056-42.3% | $5,116-54.2% | $4,212-44.4% |
| Admin fee / account holder | $4,818 | $7,222-33.3% | $8,919-46.0% | $7,344-34.4% |