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 | $49,521 | $54,541-9.2% | $78,778-37.1% | $70,131-29.4% |
| Participation rate | 32.8% | 60.8%-28.0pp | 69.2%-36.4pp | 69.5%-36.8pp |
| Annual return | 23.28% | 21.07%+2.2pp | 35.62%-12.3pp | 73.14%-49.9pp |
| Employer contribution / active EE | $184 | $1,089-83.1% | $1,986-90.7% | $2,342-92.1% |
| Participant deferral / active EE | $1,108 | $2,210-49.9% | $2,958-62.6% | $3,332-66.8% |
| Admin fee / account holder | $6,532 | $3,709+76.1% | $5,134+27.2% | $4,645+40.6% |