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 | $37,793 | $37,426+1.0% | $77,482-51.2% | $79,858-52.7% |
| Participation rate | 31.0% | 41.5%-10.5pp | 54.2%-23.2pp | 69.6%-38.6pp |
| Annual return | 12.39% | 39.70%-27.3pp | 54.79%-42.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $759 | $1,260-39.8% | $1,861-59.2% | $3,740-79.7% |
| Admin fee / account holder | $2,186 | $2,504-12.7% | $2,858-23.5% | $5,306-58.8% |