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 | $26,338 | $81,460-67.7% | $103,333-74.5% | $80,856-67.4% |
| Participation rate | 47.8% | 66.8%-19.0pp | 74.5%-26.7pp | 67.6%-19.8pp |
| Annual return | 12.33% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,219 | $3,869-42.6% | $5,057-56.1% | $4,296-48.3% |
| Admin fee / account holder | $1,114 | $6,566-83.0% | $8,355-86.7% | $6,918-83.9% |