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 | $122,773 | $154,365-20.5% | $130,231-5.7% | $139,434-11.9% |
| Participation rate | 38.9% | 79.9%-41.0pp | 76.3%-37.4pp | 80.3%-41.4pp |
| Annual return | 13.78% | 30.34%-16.6pp | 38.77%-25.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $795 | $5,170-84.6% | $4,126-80.7% | $4,751-83.3% |
| Participant deferral / active EE | $2,283 | $8,498-73.1% | $6,799-66.4% | $6,710-66.0% |
| Admin fee / account holder | $2,641 | $9,214-71.3% | $6,020-56.1% | $11,403-76.8% |