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 9-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 | $31,147 | $127,065-75.5% | $113,168-72.5% | $142,382-78.1% |
| Participation rate | 41.2% | 79.2%-38.0pp | 76.6%-35.4pp | 80.1%-38.9pp |
| Annual return | 19.62% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,266 | $5,716-60.4% | $5,107-55.6% | $6,507-65.2% |
| Admin fee / account holder | $2,222 | $15,736-85.9% | $12,068-81.6% | $12,624-82.4% |