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 | $96,271 | $162,781-40.9% | $133,956-28.1% | $158,922-39.4% |
| Participation rate | 64.7% | 83.2%-18.5pp | 79.8%-15.1pp | 82.0%-17.3pp |
| Annual return | 26.41% | 41.94%-15.5pp | 45.09%-18.7pp | 302.83%-276.4pp |
| Employer contribution / active EE | $682 | $4,975-86.3% | $3,919-82.6% | $4,761-85.7% |
| Participant deferral / active EE | $5,337 | $5,911-9.7% | $5,048+5.7% | $5,982-10.8% |
| Admin fee / account holder | $28,226 | $11,736+140.5% | $8,927+216.2% | $11,246+151.0% |