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 | $62,402 | $87,540-28.7% | $75,781-17.7% | $125,391-50.2% |
| Participation rate | 45.5% | 80.2%-34.7pp | 75.8%-30.4pp | 83.2%-37.7pp |
| Annual return | -1.77% | 13.48%-15.3pp | 9.68%-11.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,337 | $4,229-68.4% | $3,651-63.4% | $5,352-75.0% |
| Admin fee / account holder | $852 | $6,502-86.9% | $5,299-83.9% | $9,540-91.1% |