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 5-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 | $35,616 | $69,515-48.8% | $86,874-59.0% | $85,850-58.5% |
| Participation rate | 68.0% | 66.3%+1.7pp | 71.6%-3.6pp | 69.3%-1.3pp |
| Annual return | 11.25% | 20.12%-8.9pp | 63.52%-52.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,055 | $2,919-29.6% | $3,699-44.5% | $3,952-48.0% |
| Admin fee / account holder | $133,193 | $5,972+2130.4% | $5,828+2185.4% | $6,260+2027.7% |