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 | $62,600 | $95,803-34.7% | $113,168-44.7% | $84,808-26.2% |
| Participation rate | 65.4% | 72.9%-7.5pp | 76.6%-11.2pp | 68.3%-2.9pp |
| Annual return | 16.11% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $558 | $2,360-76.3% | $2,975-81.2% | $2,631-78.8% |
| Participant deferral / active EE | $3,466 | $4,242-18.3% | $5,107-32.1% | $4,212-17.7% |
| Admin fee / account holder | $20,241 | $8,989+125.2% | $12,068+67.7% | $7,344+175.6% |