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 | $74,764 | $152,587-51.0% | $125,175-40.3% | $152,861-51.1% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.4%-40.8pp |
| Annual return | 18.43% | 54.84%-36.4pp | 43.79%-25.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $762 | $4,946-84.6% | $3,865-80.3% | $4,762-84.0% |
| Participant deferral / active EE | $2,820 | $5,868-51.9% | $4,937-42.9% | $5,850-51.8% |
| Admin fee / account holder | $5,261 | $13,434-60.8% | $9,702-45.8% | $11,596-54.6% |