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 | $57,800 | $58,512-1.2% | $84,015-31.2% | $72,985-20.8% |
| Participation rate | 31.4% | 61.2%-29.8pp | 69.0%-37.6pp | 69.5%-38.1pp |
| Annual return | 16.54% | 28.93%-12.4pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $168 | $1,163-85.6% | $1,983-91.6% | $2,440-93.1% |
| Participant deferral / active EE | $1,772 | $2,394-26.0% | $3,239-45.3% | $3,607-50.9% |
| Admin fee / account holder | $17,080 | $4,569+273.8% | $6,101+180.0% | $5,124+233.3% |