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 | $51,347 | $81,460-37.0% | $103,333-50.3% | $80,856-36.5% |
| Participation rate | 50.7% | 66.8%-16.1pp | 74.5%-23.8pp | 67.6%-16.9pp |
| Annual return | 18.70% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $771 | $3,105-75.2% | $3,868-80.1% | $2,755-72.0% |
| Participant deferral / active EE | $3,684 | $3,869-4.8% | $5,057-27.2% | $4,296-14.2% |
| Admin fee / account holder | $6,161 | $6,566-6.2% | $8,355-26.3% | $6,918-10.9% |