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 | $38,885 | $112,096-65.3% | $95,952-59.5% | $158,922-75.5% |
| Participation rate | 61.9% | 79.0%-17.1pp | 77.1%-15.2pp | 82.0%-20.1pp |
| Annual return | 10.32% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $329 | $3,198-89.7% | $2,541-87.1% | $4,761-93.1% |
| Participant deferral / active EE | $2,993 | $4,784-37.4% | $4,167-28.2% | $5,982-50.0% |
| Admin fee / account holder | $4,937 | $10,130-51.3% | $6,795-27.3% | $11,246-56.1% |