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 | $21,067 | $51,576-59.2% | $129,207-83.7% | $80,856-73.9% |
| Participation rate | 20.3% | 57.0%-36.6pp | 69.6%-49.3pp | 67.6%-47.3pp |
| Annual return | 13.65% | 20.81%-7.2pp | 9417.33%-9403.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $177 | $1,584-88.8% | $4,153-95.7% | $2,755-93.6% |
| Participant deferral / active EE | $782 | $2,669-70.7% | $4,168-81.2% | $4,296-81.8% |
| Admin fee / account holder | $4,234 | $4,305-1.7% | $7,715-45.1% | $6,918-38.8% |