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 | $30,034 | $58,927-49.0% | $76,817-60.9% | $72,985-58.8% |
| Participation rate | 67.3% | 67.3%0pp | 72.1%-4.7pp | 69.5%-2.1pp |
| Annual return | 16.66% | 2305.64%-2289.0pp | 1166.11%-1149.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $279 | $1,787-84.4% | $2,302-87.9% | $2,440-88.6% |
| Participant deferral / active EE | $1,637 | $2,690-39.1% | $3,336-50.9% | $3,607-54.6% |
| Admin fee / account holder | $1,625 | $4,013-59.5% | $6,420-74.7% | $5,124-68.3% |