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 | $16,561 | $70,532-76.5% | $68,948-76.0% | $137,256-87.9% |
| Participation rate | 42.1% | 81.0%-38.9pp | 79.2%-37.1pp | 80.0%-37.9pp |
| Annual return | 19.96% | 32.56%-12.6pp | 28.39%-8.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,334 | $6,773-65.5% | $6,186-62.3% | $6,407-63.6% |
| Admin fee / account holder | $1,859 | $7,916-76.5% | $7,539-75.3% | $12,270-84.8% |