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 | $49,703 | $99,652-50.1% | $78,778-36.9% | $147,584-66.3% |
| Participation rate | 68.8% | 76.2%-7.5pp | 69.2%-0.4pp | 82.8%-14.1pp |
| Annual return | 10.64% | 47.28%-36.6pp | 35.62%-25.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $296 | $2,796-89.4% | $1,986-85.1% | $4,876-93.9% |
| Participant deferral / active EE | $1,945 | $3,664-46.9% | $2,958-34.2% | $5,439-64.2% |
| Admin fee / account holder | $4,796 | $7,155-33.0% | $5,134-6.6% | $10,885-55.9% |