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 | $50,935 | $64,324-20.8% | $118,925-57.2% | $79,858-36.2% |
| Participation rate | 17.9% | 64.9%-47.0pp | 75.4%-57.5pp | 69.6%-51.8pp |
| Annual return | 16.71% | 86.45%-69.7pp | 35.88%-19.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,625 | $2,824-42.5% | $4,265-61.9% | $3,740-56.6% |
| Admin fee / account holder | $4,077 | $4,040+0.9% | $6,581-38.0% | $5,306-23.2% |