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 | $47,593 | $142,405-66.6% | $115,157-58.7% | $152,861-68.9% |
| Participation rate | 38.5% | 82.4%-43.9pp | 75.9%-37.4pp | 82.4%-44.0pp |
| Annual return | 21.39% | 41.48%-20.1pp | 35.60%-14.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $366 | $4,010-90.9% | $3,179-88.5% | $4,762-92.3% |
| Participant deferral / active EE | $3,410 | $5,164-34.0% | $4,168-18.2% | $5,850-41.7% |
| Admin fee / account holder | $2,406 | $8,462-71.6% | $7,088-66.0% | $11,596-79.2% |