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 6-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 | $63,464 | $111,535-43.1% | $105,223-39.7% | $137,256-53.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 18.29% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $779 | $3,939-80.2% | $3,689-78.9% | $4,156-81.3% |
| Participant deferral / active EE | $5,531 | $5,500+0.6% | $5,072+9.1% | $6,407-13.7% |
| Admin fee / account holder | $425 | $9,721-95.6% | $8,859-95.2% | $12,270-96.5% |