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 | $98,358 | $109,413-10.1% | $156,263-37.1% | $84,808+16.0% |
| Participation rate | 37.7% | 72.7%-35.0pp | 78.9%-41.2pp | 68.3%-30.6pp |
| Annual return | 13.41% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $28 | $2,907-99.0% | $4,333-99.3% | $2,631-98.9% |
| Participant deferral / active EE | $2,502 | $4,590-45.5% | $6,158-59.4% | $4,212-40.6% |
| Admin fee / account holder | $15,470 | $9,357+65.3% | $14,255+8.5% | $7,344+110.7% |