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 3-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 | $57,847 | $102,604-43.6% | $86,188-32.9% | $139,434-58.5% |
| Participation rate | 46.2% | 74.5%-28.3pp | 69.0%-22.8pp | 80.3%-34.2pp |
| Annual return | 14.57% | 1922.51%-1907.9pp | 1168.45%-1153.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $311 | $3,032-89.8% | $2,380-86.9% | $4,751-93.5% |
| Participant deferral / active EE | $4,184 | $4,676-10.5% | $3,985+5.0% | $6,710-37.6% |
| Admin fee / account holder | $1,202 | $8,657-86.1% | $6,852-82.5% | $11,403-89.5% |