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 | $50,892 | $65,365-22.1% | $92,893-45.2% | $72,985-30.3% |
| Participation rate | 64.6% | 68.3%-3.7pp | 76.0%-11.4pp | 69.5%-4.9pp |
| Annual return | 18.23% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,238 | $3,128-28.5% | $4,236-47.2% | $3,607-38.0% |
| Admin fee / account holder | $7,356 | $4,251+73.0% | $5,794+27.0% | $5,124+43.6% |