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 | $151,288 | $215,361-29.8% | $171,082-11.6% | $273,961-44.8% |
| Participation rate | 53.8% | 82.0%-28.2pp | 76.7%-22.8pp | 83.0%-29.2pp |
| Annual return | 33.92% | 25.14%+8.8pp | 32.56%+1.4pp | 41.45%-7.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,528 | $5,543-0.3% | $4,797+15.2% | $5,287+4.6% |
| Admin fee / account holder | $889 | $10,846-91.8% | $8,520-89.6% | $10,132-91.2% |