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 | $29,304 | $77,899-62.4% | $149,673-80.4% | $75,163-61.0% |
| Participation rate | 38.0% | 65.6%-27.6pp | 78.8%-40.8pp | 67.2%-29.2pp |
| Annual return | 23.11% | 31.72%-8.6pp | 134.42%-111.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $299 | $3,137-90.5% | $4,818-93.8% | $2,670-88.8% |
| Participant deferral / active EE | $1,121 | $3,411-67.1% | $5,680-80.3% | $4,125-72.8% |
| Admin fee / account holder | $2,340 | $5,956-60.7% | $13,210-82.3% | $5,651-58.6% |