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 | $71,077 | $93,182-23.7% | $146,665-51.5% | $79,386-10.5% |
| Participation rate | 47.1% | 76.4%-29.4pp | 80.1%-33.0pp | 70.7%-23.6pp |
| Annual return | 26.07% | 21.61%+4.5pp | 22.74%+3.3pp | 116.85%-90.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,421 | $4,169-41.9% | $5,506-56.0% | $4,046-40.1% |
| Admin fee / account holder | $3,880 | $585+563.2% | $10,280-62.3% | $626+519.4% |