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 | $52,306 | $39,195+33.4% | $98,755-47.0% | $79,386-34.1% |
| Participation rate | 43.2% | 59.8%-16.5pp | 65.7%-22.5pp | 70.7%-27.5pp |
| Annual return | 15.22% | 19.95%-4.7pp | 49.91%-34.7pp | 116.85%-101.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $2,067-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,493 | $2,333-36.0% | $3,035-50.8% | $4,046-63.1% |
| Admin fee / account holder | $738 | $365+102.2% | $4,076-81.9% | $626+17.8% |