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 | $86,472 | $99,341-13.0% | $84,750+2.0% | $273,961-68.4% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 2.51% | 22.93%-20.4pp | 22.78%-20.3pp | 41.45%-38.9pp |
| Employer contribution / active EE | $250 | $4,214-94.1% | $3,574-93.0% | $4,869-94.9% |
| Participant deferral / active EE | $1,454 | $4,269-65.9% | $3,712-60.8% | $5,287-72.5% |
| Admin fee / account holder | $17,808 | $6,644+168.0% | $5,332+234.0% | $10,132+75.8% |