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 5-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 | $61,919 | $178,174-65.2% | $156,181-60.4% | $137,256-54.9% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 12.69% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $673 | $4,972-86.5% | $4,294-84.3% | $4,156-83.8% |
| Participant deferral / active EE | $6,034 | $6,888-12.4% | $6,132-1.6% | $6,407-5.8% |
| Admin fee / account holder | $5,329 | $17,404-69.4% | $14,586-63.5% | $12,270-56.6% |