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 3-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 | $82,368 | $111,535-26.2% | $105,223-21.7% | $137,256-40.0% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 18.35% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $615 | $3,939-84.4% | $3,689-83.3% | $4,156-85.2% |
| Participant deferral / active EE | $2,919 | $5,500-46.9% | $5,072-42.4% | $6,407-54.4% |
| Admin fee / account holder | $6,587 | $9,721-32.2% | $8,859-25.6% | $12,270-46.3% |