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 | $26,013 | $72,277-64.0% | $101,248-74.3% | $79,858-67.4% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 10.71% | 22.30%-11.6pp | 46.47%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $312 | $2,692-88.4% | $3,660-91.5% | $2,471-87.4% |
| Participant deferral / active EE | $1,979 | $3,282-39.7% | $4,370-54.7% | $3,740-47.1% |
| Admin fee / account holder | $4,614 | $4,400+4.8% | $5,945-22.4% | $5,306-13.1% |