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 | $62,894 | $95,266-34.0% | $82,389-23.7% | $142,382-55.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 13.52% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,375 | $4,809-71.4% | $4,155-66.9% | $6,507-78.9% |
| Admin fee / account holder | $332 | $8,563-96.1% | $7,231-95.4% | $12,624-97.4% |