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 | $94,943 | $102,605-7.5% | $145,661-34.8% | $84,808+12.0% |
| Participation rate | 37.9% | 74.3%-36.3pp | 77.2%-39.3pp | 68.3%-30.4pp |
| Annual return | 15.13% | 26.50%-11.4pp | 101.46%-86.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $467 | $3,325-86.0% | $4,238-89.0% | $2,631-82.3% |
| Participant deferral / active EE | $1,900 | $5,750-67.0% | $7,198-73.6% | $4,212-54.9% |
| Admin fee / account holder | $14,189 | $8,758+62.0% | $12,466+13.8% | $7,344+93.2% |