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 | $33,245 | $96,956-65.7% | $70,014-52.5% | $273,961-87.9% |
| Participation rate | 56.5% | 77.1%-20.5pp | 71.8%-15.3pp | 83.0%-26.5pp |
| Annual return | 3.75% | 12.93%-9.2pp | 12.99%-9.2pp | 41.45%-37.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,121 | $3,744-16.6% | $2,931+6.5% | $5,287-41.0% |
| Admin fee / account holder | $3,111 | $7,934-60.8% | $4,380-29.0% | $10,132-69.3% |