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 | $77,497 | $65,041+19.1% | $90,951-14.8% | $79,858-3.0% |
| Participation rate | 17.9% | 61.6%-43.7pp | 69.0%-51.1pp | 69.6%-51.7pp |
| Annual return | 11.61% | 30.45%-18.8pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,710 | $2,512-31.9% | $3,373-49.3% | $3,740-54.3% |
| Admin fee / account holder | $22,196 | $4,536+389.3% | $5,959+272.5% | $5,306+318.3% |