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 | $58,716 | $132,239-55.6% | $105,722-44.5% | $273,961-78.6% |
| Participation rate | 62.5% | 83.2%-20.7pp | 78.9%-16.4pp | 83.0%-20.5pp |
| Annual return | 5.55% | 10.07%-4.5pp | 12.25%-6.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $827 | $4,867-83.0% | $4,079-79.7% | $4,869-83.0% |
| Participant deferral / active EE | $2,974 | $6,233-52.3% | $5,326-44.1% | $5,287-43.7% |
| Admin fee / account holder | $19,257 | $12,032+60.0% | $8,308+131.8% | $10,132+90.1% |