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 6-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 | $137,952 | $177,572-22.3% | $154,803-10.9% | $142,382-3.1% |
| Participation rate | 13.0% | 82.1%-69.0pp | 78.1%-65.0pp | 80.1%-67.1pp |
| Annual return | 11.42% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $50 | $4,810-99.0% | $4,305-98.8% | $4,299-98.8% |
| Participant deferral / active EE | $2,275 | $6,272-63.7% | $5,540-58.9% | $6,507-65.0% |
| Admin fee / account holder | $1,553 | $16,786-90.7% | $14,329-89.2% | $12,624-87.7% |