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 | $44,512 | $82,978-46.4% | $129,995-65.8% | $71,457-37.7% |
| Participation rate | 36.3% | 74.1%-37.8pp | 78.5%-42.2pp | 67.9%-31.6pp |
| Annual return | 14.34% | 20.60%-6.3pp | -137.18%+151.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,622 | $4,432-40.8% | $5,820-54.9% | $4,289-38.9% |
| Admin fee / account holder | $1,770 | $1,729+2.4% | $10,614-83.3% | $1,587+11.5% |