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 | $35,569 | $95,416-62.7% | $185,823-80.9% | $85,850-58.6% |
| Participation rate | 37.0% | 68.8%-31.8pp | 81.7%-44.7pp | 69.3%-32.3pp |
| Annual return | 13.18% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $381 | $3,314-88.5% | $5,167-92.6% | $2,565-85.1% |
| Participant deferral / active EE | $983 | $3,423-71.3% | $5,568-82.3% | $3,952-75.1% |
| Admin fee / account holder | $6,537 | $7,213-9.4% | $16,237-59.7% | $6,260+4.4% |