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 | $55,399 | $109,881-49.6% | $150,045-63.1% | $84,808-34.7% |
| Participation rate | 30.0% | 76.1%-46.1pp | 82.3%-52.3pp | 68.3%-38.3pp |
| Annual return | 14.79% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,507 | $6,636-47.1% | $7,997-56.1% | $4,212-16.7% |
| Admin fee / account holder | $5,103 | $8,568-40.4% | $13,435-62.0% | $7,344-30.5% |