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 | $51,933 | $57,354-9.5% | $83,848-38.1% | $64,186-19.1% |
| Participation rate | 59.1% | 68.6%-9.5pp | 76.1%-17.1pp | 69.6%-10.5pp |
| Annual return | 11.67% | 11.38%+0.3pp | 850.88%-839.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,767 | $2,993-7.5% | $4,082-32.2% | $3,470-20.2% |
| Admin fee / account holder | $4,005 | $4,046-1.0% | $5,478-26.9% | $4,888-18.1% |