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 | $35,670 | $53,127-32.9% | $86,590-58.8% | $70,131-49.1% |
| Participation rate | 47.5% | 65.3%-17.8pp | 73.5%-26.0pp | 69.5%-22.0pp |
| Annual return | 14.76% | 27.66%-12.9pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $175 | $2,068-91.6% | $2,839-93.8% | $2,342-92.5% |
| Participant deferral / active EE | $1,137 | $2,696-57.8% | $3,609-68.5% | $3,332-65.9% |
| Admin fee / account holder | $7,266 | $3,585+102.6% | $4,906+48.1% | $4,645+56.4% |