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 5-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 | $38,829 | $46,553-16.6% | $64,056-39.4% | $75,163-48.3% |
| Participation rate | 41.2% | 65.9%-24.8pp | 72.3%-31.1pp | 67.2%-26.0pp |
| Annual return | 19.36% | 26.03%-6.7pp | 33.69%-14.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,534 | $2,837-45.9% | $3,880-60.5% | $4,125-62.8% |
| Admin fee / account holder | $446 | $2,952-84.9% | $3,068-85.5% | $5,651-92.1% |