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 9-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 | $46,689 | $78,672-40.7% | $109,143-57.2% | $85,850-45.6% |
| Participation rate | 24.2% | 68.3%-44.0pp | 75.9%-51.6pp | 69.3%-45.1pp |
| Annual return | 18.63% | 25.09%-6.5pp | 25.75%-7.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,882 | $3,467-16.9% | $4,653-38.1% | $3,952-27.1% |
| Admin fee / account holder | $435 | $5,469-92.1% | $6,752-93.6% | $6,260-93.1% |