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 | $34,766 | $162,781-78.6% | $133,956-74.0% | $158,922-78.1% |
| Participation rate | 61.1% | 83.2%-22.1pp | 79.8%-18.7pp | 82.0%-20.8pp |
| Annual return | 24.60% | 41.94%-17.3pp | 45.09%-20.5pp | 302.83%-278.2pp |
| Employer contribution / active EE | $873 | $4,975-82.5% | $3,919-77.7% | $4,761-81.7% |
| Participant deferral / active EE | $2,259 | $5,911-61.8% | $5,048-55.2% | $5,982-62.2% |
| Admin fee / account holder | $4,718 | $11,736-59.8% | $8,927-47.1% | $11,246-58.0% |