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 | $65,328 | $78,672-17.0% | $109,143-40.1% | $85,850-23.9% |
| Participation rate | 67.2% | 68.3%-1.0pp | 75.9%-8.6pp | 69.3%-2.1pp |
| Annual return | 11.66% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $414 | $2,735-84.9% | $3,722-88.9% | $2,565-83.9% |
| Participant deferral / active EE | $3,147 | $3,467-9.2% | $4,653-32.4% | $3,952-20.4% |
| Admin fee / account holder | $6,905 | $5,469+26.2% | $6,752+2.3% | $6,260+10.3% |