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 | $81,085 | $135,952-40.4% | $123,892-34.6% | $273,961-70.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.73% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $817 | $5,170-84.2% | $4,617-82.3% | $4,869-83.2% |
| Participant deferral / active EE | $3,578 | $6,343-43.6% | $5,984-40.2% | $5,287-32.3% |
| Admin fee / account holder | $4,028 | $9,817-59.0% | $8,357-51.8% | $10,132-60.2% |