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 | $105,760 | $159,602-33.7% | $150,045-29.5% | $142,382-25.7% |
| Participation rate | 26.7% | 84.0%-57.3pp | 82.3%-55.7pp | 80.1%-53.5pp |
| Annual return | 13.94% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,255 | $8,310-48.8% | $7,997-46.8% | $6,507-34.6% |
| Admin fee / account holder | $17,438 | $14,846+17.5% | $13,435+29.8% | $12,624+38.1% |