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 | $56,786 | $109,413-48.1% | $156,263-63.7% | $84,808-33.0% |
| Participation rate | 53.6% | 72.7%-19.1pp | 78.9%-25.3pp | 68.3%-14.7pp |
| Annual return | 14.03% | 20.18%-6.2pp | 59.47%-45.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $236 | $2,907-91.9% | $4,333-94.6% | $2,631-91.0% |
| Participant deferral / active EE | $2,562 | $4,590-44.2% | $6,158-58.4% | $4,212-39.2% |
| Admin fee / account holder | $1,735 | $9,357-81.5% | $14,255-87.8% | $7,344-76.4% |