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 | $61,283 | $72,277-15.2% | $101,248-39.5% | $79,858-23.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 11.31% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $515 | $2,692-80.9% | $3,660-85.9% | $2,471-79.2% |
| Participant deferral / active EE | $2,714 | $3,282-17.3% | $4,370-37.9% | $3,740-27.4% |
| Admin fee / account holder | $2,841 | $4,400-35.4% | $5,945-52.2% | $5,306-46.5% |