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 | $44,618 | $91,190-51.1% | $178,490-75.0% | $79,858-44.1% |
| Participation rate | 28.1% | 69.2%-41.1pp | 81.9%-53.8pp | 69.6%-41.5pp |
| Annual return | 18.14% | 24.19%-6.1pp | 151.07%-132.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,069 | $3,236+25.7% | $5,202-21.8% | $3,740+8.8% |
| Admin fee / account holder | $1,590 | $6,751-76.5% | $13,984-88.6% | $5,306-70.0% |