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 9-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 | $62,367 | $117,841-47.1% | $102,423-39.1% | $145,922-57.3% |
| Participation rate | 28.6% | 78.6%-50.0pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 10.16% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $856 | $3,615-76.3% | $3,023-71.7% | $4,660-81.6% |
| Participant deferral / active EE | $2,217 | $5,731-61.3% | $5,053-56.1% | $6,688-66.8% |
| Admin fee / account holder | $603 | $13,326-95.5% | $9,451-93.6% | $13,397-95.5% |