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 | $30,068 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.4%-35.8pp |
| Annual return | 24.30% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,459 | $7,109-37.3% | $6,709-33.5% | $5,850-23.8% |
| Admin fee / account holder | $5,291 | $12,120-56.3% | $10,261-48.4% | $11,596-54.4% |