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 | $47,840 | $49,227-2.8% | $70,449-32.1% | $79,858-40.1% |
| Participation rate | 27.8% | 69.2%-41.4pp | 75.1%-47.3pp | 69.6%-41.9pp |
| Annual return | 13.86% | 30.06%-16.2pp | 109.03%-95.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,059 | $2,768-25.6% | $3,709-44.5% | $3,740-45.0% |
| Admin fee / account holder | $19,853 | $2,878+589.8% | $3,845+416.3% | $5,306+274.1% |